+384.8%
NVDA vs IQV
+20.0%
+364.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | -4.3% | -5.3% | +1.0% | -3.1% |
| 30D | +0.5% | +5.5% | -5.0% | -0.8% |
| 3M | +9.1% | +41.2% | -32.2% | -0.8% |
| 6M | +18.5% | +50.5% | -32.1% | +5.4% |
| YTD | +17.4% | +14.1% | +3.2% | +13.2% |
| 1Y | +23.4% | +39.9% | -16.5% | +10.5% |
| All | +384.8% | +20.0% | +364.8% | +357.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling