+112.5%
NET vs IQV
+2.2%
+110.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.5% | -1.0% |
| 7D | -7.0% | +2.3% | -9.3% | -8.4% |
| 30D | -4.8% | +13.4% | -18.2% | -12.6% |
| 3M | +3.8% | +43.3% | -39.5% | -20.9% |
| 6M | +50.0% | +50.5% | -0.5% | +9.3% |
| YTD | +41.5% | +18.8% | +22.7% | +20.8% |
| 1Y | +32.8% | +45.5% | -12.6% | -4.7% |
| 3Y | +335.9% | +19.4% | +316.5% | +237.5% |
| All | +112.5% | +2.2% | +110.2% | +114.3% |
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