+1,718.0%
NOW vs IQV
+511.9%
+1,206.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.4% | -1.6% | -2.1% |
| 7D | -2.4% | +2.3% | -4.7% | -3.7% |
| 30D | +20.5% | +13.4% | +7.1% | +11.9% |
| 3M | +18.3% | +43.3% | -24.9% | -5.2% |
| 6M | +24.1% | +50.5% | -26.5% | -3.2% |
| YTD | -7.8% | +18.8% | -26.6% | -18.1% |
| 1Y | -21.4% | +45.5% | -66.9% | -38.8% |
| 3Y | +19.5% | +19.4% | +0.2% | -1.8% |
| 5Y | +4.1% | +1.7% | +2.3% | -4.8% |
| 10Y | +826.4% | +247.9% | +578.5% | +267.7% |
| All | +1,718.0% | +511.9% | +1,206.1% | +401.7% |
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