+90.3%
NXT vs IQV
+20.0%
+70.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.4% | -1.3% |
| 7D | -2.6% | -5.3% | +2.7% | -1.8% |
| 30D | -22.4% | +5.5% | -28.0% | -23.1% |
| 3M | -27.3% | +41.2% | -68.6% | -31.9% |
| 6M | -28.5% | +50.5% | -79.0% | -34.4% |
| YTD | -6.6% | +14.1% | -20.8% | -8.8% |
| 1Y | +20.4% | +39.9% | -19.6% | +10.5% |
| All | +90.3% | +20.0% | +70.3% | +61.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling