-52.9%
NVO vs IQV
+22.1%
-75.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.7% | -3.9% | -2.9% |
| 7D | -7.6% | -2.2% | -5.3% | -6.7% |
| 30D | -6.0% | +8.3% | -14.3% | -9.1% |
| 3M | -0.8% | +44.6% | -45.3% | -15.7% |
| 6M | +16.5% | +52.6% | -36.1% | -4.1% |
| YTD | -11.1% | +16.1% | -27.3% | -17.2% |
| 1Y | -16.7% | +37.3% | -54.0% | -27.4% |
| 3Y | -52.9% | +21.6% | -74.5% | -56.9% |
| All | -52.9% | +22.1% | -75.0% | -56.9% |
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