+22.7%
NXT vs IQV
+46.0%
-23.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.4% | +2.6% | +1.1% |
| 7D | -1.1% | +2.3% | -3.4% | -0.9% |
| 30D | -15.3% | +13.4% | -28.8% | -14.3% |
| 3M | -43.8% | +43.3% | -87.1% | -42.0% |
| 6M | -18.7% | +50.5% | -69.2% | -16.6% |
| YTD | -3.0% | +18.8% | -21.8% | -0.8% |
| 1Y | +22.7% | +45.5% | -22.7% | +29.5% |
| All | +22.7% | +46.0% | -23.2% | +29.5% |
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