+681.4%
NFLX vs IQV
+242.6%
+438.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +1.2% |
| 7D | -1.1% | -2.2% | +1.2% | -0.3% |
| 30D | +4.3% | +8.3% | -4.0% | +1.4% |
| 3M | -4.8% | +44.6% | -49.3% | -16.9% |
| 6M | -18.4% | +52.6% | -71.0% | -31.0% |
| YTD | -17.4% | +16.1% | -33.6% | -23.3% |
| 1Y | -35.7% | +37.3% | -73.0% | -44.3% |
| 3Y | +73.8% | +21.6% | +52.2% | +50.6% |
| 5Y | +29.3% | +0.5% | +28.8% | +20.4% |
| All | +681.4% | +242.6% | +438.8% | +346.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling