+340.2%
NOK vs IQV
+498.2%
-158.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.7% | +3.1% | +4.3% |
| 7D | +11.0% | -2.2% | +13.2% | +11.6% |
| 30D | +7.8% | +8.3% | -0.5% | +5.2% |
| 3M | -21.0% | +44.6% | -65.6% | -30.4% |
| 6M | +40.9% | +52.6% | -11.7% | +20.5% |
| YTD | +72.0% | +16.1% | +55.9% | +59.8% |
| 1Y | +140.9% | +37.3% | +103.6% | +110.1% |
| 3Y | +194.3% | +21.6% | +172.7% | +158.3% |
| 5Y | +112.5% | +0.5% | +112.0% | +97.2% |
| 10Y | +137.7% | +239.7% | -101.9% | +33.4% |
| All | +340.2% | +498.2% | -158.0% | +111.7% |
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 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