+469.5%
NSC vs IQV
+519.5%
-50.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.3% |
| 7D | +1.6% | +2.4% | -0.7% | +0.7% |
| 30D | +4.2% | +4.0% | +0.2% | +2.5% |
| 3M | -0.2% | +12.2% | -12.4% | -4.8% |
| 6M | +7.6% | +54.9% | -47.3% | -10.6% |
| YTD | +17.4% | +20.3% | -2.9% | +5.6% |
| 1Y | +18.3% | +22.7% | -4.5% | +5.5% |
| 3Y | +79.8% | +38.3% | +41.5% | +45.6% |
| 5Y | +34.3% | +6.5% | +27.9% | +19.1% |
| 10Y | +303.1% | +251.5% | +51.6% | +105.2% |
| All | +469.5% | +519.5% | -50.0% | +143.1% |
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