+41.5%
NU vs IQV
-3.5%
+45.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.4% | -3.5% |
| 7D | -4.9% | -2.2% | -2.6% | -3.9% |
| 30D | +7.8% | +8.3% | -0.5% | +3.7% |
| 3M | +20.9% | +44.6% | -23.6% | -0.3% |
| 6M | +0.9% | +52.6% | -51.7% | -19.8% |
| YTD | -12.7% | +16.1% | -28.8% | -20.9% |
| 1Y | -6.4% | +37.3% | -43.7% | -23.9% |
| 3Y | +98.1% | +21.6% | +76.5% | +64.3% |
| All | +41.5% | -3.5% | +45.0% | +41.0% |
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 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