+8.5%
NI vs IQV
+25.1%
-16.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.5% |
| 7D | +3.9% | -5.5% | +9.4% | +3.6% |
| 30D | +15.3% | -0.9% | +16.2% | +15.2% |
| 3M | +2.4% | +15.6% | -13.2% | +3.1% |
| 6M | -4.5% | +63.9% | -68.4% | -2.9% |
| YTD | +11.4% | +17.0% | -5.7% | +13.6% |
| 1Y | +8.5% | +25.0% | -16.6% | +9.6% |
| All | +8.5% | +25.1% | -16.6% | +9.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling