+143.4%
NTAP vs IQV
-0.1%
+143.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.7% | +6.8% | +8.0% |
| 7D | +7.4% | -2.2% | +9.6% | +8.1% |
| 30D | -1.4% | +8.3% | -9.7% | -3.9% |
| 3M | +24.6% | +44.6% | -20.0% | +9.5% |
| 6M | +105.9% | +52.6% | +53.3% | +76.7% |
| YTD | +88.5% | +16.1% | +72.4% | +76.8% |
| 1Y | +62.1% | +37.3% | +24.8% | +42.5% |
| 3Y | +169.1% | +21.6% | +147.5% | +138.5% |
| All | +143.4% | -0.1% | +143.5% | +123.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling