-10.2%
NI vs IQV
+47.3%
-57.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.6% |
| 7D | +1.3% | -2.6% | +3.9% | +1.1% |
| 30D | -0.3% | +6.2% | -6.5% | +0.2% |
| 3M | -9.5% | +38.0% | -47.4% | -7.6% |
| 6M | -10.2% | +43.9% | -54.2% | -7.9% |
| All | -10.2% | +47.3% | -57.5% | -7.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling