-17.1%
NOW vs IQV
+38.7%
-55.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | -0.3% |
| 7D | -3.1% | +7.9% | -11.0% | -6.1% |
| 30D | -27.0% | +7.3% | -34.3% | -29.0% |
| 3M | -17.7% | +16.8% | -34.5% | -22.5% |
| 6M | +12.7% | +56.0% | -43.3% | -5.3% |
| YTD | -32.9% | +23.7% | -56.6% | -39.5% |
| 1Y | -40.4% | +32.5% | -72.9% | -47.4% |
| 3Y | -17.1% | +45.3% | -62.4% | -32.2% |
| All | -17.1% | +38.7% | -55.8% | -32.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling