+420.3%
NVT vs IQV
-0.1%
+420.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.7% | +2.9% | +4.1% |
| 7D | +4.1% | -2.2% | +6.3% | +4.7% |
| 30D | -5.1% | +8.3% | -13.4% | -7.4% |
| 3M | -1.2% | +44.6% | -45.7% | -13.6% |
| 6M | +46.6% | +52.6% | -6.0% | +24.6% |
| YTD | +60.0% | +16.1% | +43.9% | +49.4% |
| 1Y | +70.8% | +37.3% | +33.5% | +48.0% |
| 3Y | +187.5% | +21.6% | +166.0% | +153.3% |
| All | +420.3% | -0.1% | +420.5% | +386.3% |
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