+70.7%
NFLX vs IQV
+20.0%
+50.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.2% | 0.0% |
| 7D | -8.1% | -5.3% | -2.8% | -7.4% |
| 30D | +1.6% | +5.5% | -3.9% | +0.9% |
| 3M | -7.3% | +41.2% | -48.5% | -11.3% |
| 6M | -21.6% | +50.5% | -72.1% | -25.7% |
| YTD | -18.9% | +14.1% | -33.1% | -20.8% |
| 1Y | -39.1% | +39.9% | -79.0% | -42.0% |
| All | +70.7% | +20.0% | +50.7% | +66.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling