+70.8%
NVT vs IQV
+41.8%
+29.0%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.7% | +2.9% | +4.8% |
| 7D | +4.1% | -2.2% | +6.3% | +3.9% |
| 30D | -5.1% | +8.3% | -13.4% | -4.5% |
| 3M | -1.2% | +44.6% | -45.7% | -0.4% |
| 6M | +46.6% | +52.6% | -6.0% | +46.5% |
| YTD | +60.0% | +16.1% | +43.9% | +64.6% |
| 1Y | +70.8% | +37.3% | +33.5% | +67.0% |
| All | +70.8% | +41.8% | +29.0% | +67.0% |
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