+45.2%
NU vs IQV
-5.3%
+50.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.8% |
| 7D | -2.6% | -2.6% | 0.0% | -1.4% |
| 30D | +8.2% | +6.2% | +2.0% | +5.1% |
| 3M | +26.3% | +38.0% | -11.7% | +6.5% |
| 6M | +2.2% | +43.9% | -41.7% | -16.4% |
| YTD | -10.4% | +14.0% | -24.4% | -18.2% |
| 1Y | -3.0% | +35.5% | -38.5% | -20.8% |
| 3Y | +120.3% | +20.3% | +99.9% | +82.9% |
| All | +45.2% | -5.3% | +50.5% | +46.0% |
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