+681.4%
NUE vs IQV
+487.2%
+194.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.4% | +0.9% |
| 7D | -2.3% | -2.6% | +0.3% | -1.3% |
| 30D | -6.1% | +6.2% | -12.3% | -8.6% |
| 3M | +1.7% | +38.0% | -36.3% | -12.1% |
| 6M | +53.1% | +43.9% | +9.2% | +28.5% |
| YTD | +59.0% | +14.0% | +45.0% | +45.7% |
| 1Y | +85.3% | +35.5% | +49.8% | +56.2% |
| 3Y | +63.2% | +20.3% | +42.9% | +39.3% |
| 5Y | +146.8% | -1.6% | +148.4% | +127.4% |
| 10Y | +584.3% | +233.4% | +350.9% | +265.9% |
| All | +681.4% | +487.2% | +194.1% | +266.8% |
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