+14,546.7%
NVDA vs IQV
+242.6%
+14,304.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.8% | -1.0% |
| 7D | -5.1% | -2.2% | -2.9% | -3.9% |
| 30D | -2.5% | +8.3% | -10.8% | -7.1% |
| 3M | +6.7% | +44.6% | -37.9% | -16.5% |
| 6M | +17.6% | +52.6% | -35.0% | -12.4% |
| YTD | +17.3% | +16.1% | +1.2% | +1.8% |
| 1Y | +23.5% | +37.3% | -13.8% | -5.1% |
| 3Y | +384.6% | +21.6% | +363.1% | +274.3% |
| 5Y | +875.4% | +0.5% | +874.9% | +777.9% |
| All | +14,546.7% | +242.6% | +14,304.1% | +6,504.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling