+223.9%
NXPI vs IQV
+242.6%
-18.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.7% | +2.7% | +3.5% |
| 7D | +3.9% | -2.2% | +6.1% | +5.1% |
| 30D | +1.4% | +8.3% | -6.9% | -3.1% |
| 3M | -21.5% | +44.6% | -66.1% | -37.9% |
| 6M | +19.4% | +52.6% | -33.2% | -10.7% |
| YTD | +9.9% | +16.1% | -6.2% | -4.2% |
| 1Y | +7.9% | +37.3% | -29.4% | -16.1% |
| 3Y | +22.7% | +21.6% | +1.1% | -1.1% |
| 5Y | +22.1% | +0.5% | +21.6% | +9.8% |
| All | +223.9% | +242.6% | -18.7% | +76.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling