+31.9%
NXPI vs IQV
+25.1%
+6.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.4% | +0.9% |
| 7D | +5.3% | -5.5% | +10.8% | +4.9% |
| 30D | +9.5% | -0.9% | +10.4% | +9.4% |
| 3M | +12.0% | +15.6% | -3.6% | +13.3% |
| 6M | -8.1% | +63.9% | -72.0% | -7.4% |
| YTD | +23.7% | +17.0% | +6.7% | +39.7% |
| 1Y | +31.9% | +25.0% | +6.9% | +47.2% |
| All | +31.9% | +25.1% | +6.8% | +47.2% |
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