+140.2%
NI vs IQV
+242.6%
-102.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.8% | -0.4% |
| 7D | 0.0% | -2.2% | +2.3% | +0.5% |
| 30D | -1.4% | +8.3% | -9.7% | -3.2% |
| 3M | -10.6% | +44.6% | -55.2% | -18.2% |
| 6M | -9.3% | +52.6% | -61.9% | -18.7% |
| YTD | +1.1% | +16.1% | -15.0% | -3.7% |
| 1Y | +3.4% | +37.3% | -33.9% | -6.1% |
| 3Y | +67.9% | +21.6% | +46.3% | +52.9% |
| 5Y | +98.0% | +0.5% | +97.5% | +86.7% |
| All | +140.2% | +242.6% | -102.4% | +64.7% |
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