+2.6%
NOW vs IQV
-1.9%
+4.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.2% | -1.8% | -3.2% |
| 7D | -6.1% | +0.3% | -6.4% | -6.2% |
| 30D | +7.5% | +8.6% | -1.1% | +2.8% |
| 3M | +17.5% | +41.1% | -23.6% | -3.5% |
| 6M | +7.9% | +48.6% | -40.6% | -13.5% |
| YTD | -12.4% | +15.0% | -27.4% | -20.1% |
| 1Y | -28.6% | +38.1% | -66.7% | -41.6% |
| 3Y | +11.8% | +21.4% | -9.6% | -8.3% |
| 5Y | +2.6% | -1.0% | +3.7% | +2.6% |
| All | +2.6% | -1.9% | +4.6% | +2.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling