+712.5%
NVT vs IQV
+163.0%
+549.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.3% | -2.2% |
| 7D | +2.0% | -5.3% | +7.3% | +4.5% |
| 30D | -7.2% | +5.5% | -12.7% | -9.7% |
| 3M | -0.9% | +41.2% | -42.1% | -18.4% |
| 6M | +42.6% | +50.5% | -7.9% | +11.9% |
| YTD | +52.9% | +14.1% | +38.7% | +36.5% |
| 1Y | +64.5% | +39.9% | +24.5% | +30.0% |
| 3Y | +178.0% | +20.5% | +157.5% | +126.5% |
| 5Y | +402.8% | -1.2% | +404.0% | +350.7% |
| All | +712.5% | +163.0% | +549.5% | +248.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling