+32.6%
NET vs IQV
+3.6%
+29.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.5% | -3.0% | -2.9% |
| 7D | -16.4% | -5.5% | -10.9% | -13.0% |
| 30D | -25.8% | -0.9% | -25.0% | -25.4% |
| 3M | -11.5% | +15.6% | -27.1% | -19.8% |
| 6M | +18.9% | +63.9% | -45.0% | -17.6% |
| YTD | +35.2% | +17.0% | +18.2% | +16.9% |
| 1Y | +14.5% | +25.0% | -10.6% | -6.4% |
| 3Y | +313.8% | +33.8% | +280.0% | +175.5% |
| 5Y | +32.6% | +3.9% | +28.7% | +25.8% |
| All | +32.6% | +3.6% | +29.0% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IQV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling