+889.8%
NVDA vs IQV
-0.1%
+889.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.8% | -0.9% |
| 7D | -5.1% | -2.2% | -2.9% | -4.1% |
| 30D | -2.5% | +8.3% | -10.8% | -6.2% |
| 3M | +6.7% | +44.6% | -37.9% | -13.0% |
| 6M | +17.6% | +52.6% | -35.0% | -7.9% |
| YTD | +17.3% | +16.1% | +1.2% | +5.6% |
| 1Y | +23.5% | +37.3% | -13.8% | -0.7% |
| 3Y | +384.6% | +21.6% | +363.1% | +293.3% |
| All | +889.8% | -0.1% | +889.9% | +850.2% |
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 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