+22.8%
NXT vs IQV
+41.8%
-19.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.2% | +2.0% |
| 7D | -1.9% | -2.2% | +0.3% | -2.1% |
| 30D | -20.0% | +8.3% | -28.3% | -19.5% |
| 3M | -30.7% | +44.6% | -75.3% | -29.2% |
| 6M | -29.0% | +52.6% | -81.5% | -27.9% |
| YTD | -4.8% | +16.1% | -21.0% | -2.7% |
| 1Y | +22.8% | +37.3% | -14.5% | +25.2% |
| All | +22.8% | +41.8% | -19.0% | +25.2% |
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