+2,383.2%
NFLX vs IQV
+492.3%
+1,890.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.2% | +1.3% | -0.7% |
| 7D | -5.0% | +0.3% | -5.3% | -5.1% |
| 30D | +3.5% | +8.6% | -5.0% | +0.4% |
| 3M | -7.1% | +41.1% | -48.2% | -18.9% |
| 6M | -22.5% | +48.6% | -71.0% | -34.4% |
| YTD | -18.1% | +15.0% | -33.1% | -24.1% |
| 1Y | -38.3% | +38.1% | -76.4% | -47.3% |
| 3Y | +73.4% | +21.4% | +52.0% | +48.5% |
| 5Y | +26.7% | -1.0% | +27.7% | +17.9% |
| 10Y | +670.3% | +233.0% | +437.4% | +295.9% |
| All | +2,383.2% | +492.3% | +1,890.9% | +891.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling