+70.9%
NVT vs IQV
+46.0%
+24.9%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.4% | +4.0% | +2.5% |
| 7D | +5.1% | +2.3% | +2.8% | +5.3% |
| 30D | -3.7% | +13.4% | -17.1% | -2.6% |
| 3M | -10.1% | +43.3% | -53.4% | -8.7% |
| 6M | +37.5% | +50.5% | -13.1% | +38.6% |
| YTD | +53.7% | +18.8% | +34.9% | +58.3% |
| 1Y | +70.9% | +45.5% | +25.4% | +69.8% |
| All | +70.9% | +46.0% | +24.9% | +69.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling