+1,222.5%
NOW vs IQV
+537.2%
+685.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | -0.8% |
| 7D | -3.1% | +7.9% | -11.0% | -7.4% |
| 30D | -27.0% | +7.3% | -34.3% | -29.9% |
| 3M | -17.7% | +16.8% | -34.5% | -24.9% |
| 6M | +12.7% | +56.0% | -43.3% | -14.1% |
| YTD | -32.9% | +23.7% | -56.6% | -41.8% |
| 1Y | -40.4% | +32.5% | -72.9% | -50.5% |
| 3Y | -17.1% | +45.3% | -62.4% | -39.9% |
| 5Y | -25.7% | +10.7% | -36.4% | -35.4% |
| 10Y | +504.6% | +259.0% | +245.7% | +136.6% |
| All | +1,222.5% | +537.2% | +685.3% | +256.6% |
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 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