+1,222.5%
NOW vs IQV
+527.4%
+695.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.2% | +3.4% | +3.3% |
| 7D | -5.6% | +4.1% | -9.6% | -7.8% |
| 30D | -26.8% | +4.7% | -31.5% | -28.6% |
| 3M | -19.4% | +12.6% | -32.0% | -24.8% |
| 6M | +12.3% | +58.2% | -45.9% | -15.0% |
| YTD | -32.9% | +21.8% | -54.7% | -41.2% |
| 1Y | -40.3% | +25.6% | -65.9% | -48.8% |
| 3Y | -19.1% | +40.1% | -59.1% | -40.0% |
| 5Y | -24.4% | +8.7% | -33.0% | -33.5% |
| 10Y | +521.8% | +255.9% | +265.9% | +144.5% |
| All | +1,222.5% | +527.4% | +695.2% | +260.0% |
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