+20.8%
NSC vs IQV
+36.0%
-15.2%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -1.4% | -5.3% | +3.9% | -1.5% |
| 30D | -3.4% | +5.5% | -8.9% | -3.3% |
| 3M | +5.1% | +41.2% | -36.2% | +6.2% |
| 6M | +9.2% | +50.5% | -41.3% | +10.8% |
| YTD | +13.4% | +14.1% | -0.7% | +14.9% |
| 1Y | +20.8% | +39.9% | -19.1% | +21.5% |
| All | +20.8% | +36.0% | -15.2% | +21.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling