+16.8%
NXPI vs IQV
-1.9%
+18.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +0.7% | -5.3% | +5.9% | +3.1% |
| 30D | -4.2% | +5.5% | -9.7% | -6.6% |
| 3M | -20.4% | +41.2% | -61.7% | -33.8% |
| 6M | +12.5% | +50.5% | -38.0% | -11.2% |
| YTD | +5.2% | +14.1% | -8.9% | -3.9% |
| 1Y | +5.1% | +39.9% | -34.8% | -15.7% |
| 3Y | +17.7% | +20.5% | -2.8% | -0.8% |
| 5Y | +16.8% | -1.2% | +18.1% | +9.0% |
| All | +16.8% | -1.9% | +18.8% | +9.0% |
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 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