-3.1%
NVO vs IQV
-0.1%
-2.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.7% | -3.9% | -2.8% |
| 7D | -7.6% | -2.2% | -5.3% | -6.8% |
| 30D | -6.0% | +8.3% | -14.3% | -8.9% |
| 3M | -0.8% | +44.6% | -45.3% | -14.7% |
| 6M | +16.5% | +52.6% | -36.1% | -2.7% |
| YTD | -11.1% | +16.1% | -27.3% | -17.0% |
| 1Y | -16.7% | +37.3% | -54.0% | -26.9% |
| 3Y | -52.9% | +21.6% | -74.5% | -58.1% |
| All | -3.1% | -0.1% | -2.9% | -6.8% |
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 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