+769.3%
NXPI vs IQV
+492.3%
+276.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.2% | +1.5% | 0.0% |
| 7D | +0.7% | +0.3% | +0.3% | +0.4% |
| 30D | -6.6% | +8.6% | -15.2% | -11.0% |
| 3M | -25.4% | +41.1% | -66.5% | -40.4% |
| 6M | +11.9% | +48.6% | -36.6% | -15.4% |
| YTD | +4.0% | +15.0% | -11.0% | -9.4% |
| 1Y | +1.0% | +38.1% | -37.1% | -22.3% |
| 3Y | +16.3% | +21.4% | -5.1% | -6.6% |
| 5Y | +17.7% | -1.0% | +18.7% | +6.2% |
| 10Y | +195.8% | +233.0% | -37.1% | +26.9% |
| All | +769.3% | +492.3% | +276.9% | +179.3% |
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 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