+212.0%
NXT vs IQV
+11.7%
+200.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.7% | +1.9% |
| 7D | -9.4% | -2.5% | -6.9% | -9.0% |
| 30D | +15.1% | +1.2% | +13.9% | +14.9% |
| 3M | -9.1% | +9.8% | -18.9% | -10.7% |
| 6M | -30.3% | +53.8% | -84.1% | -36.7% |
| YTD | +9.1% | +17.6% | -8.5% | +5.2% |
| 1Y | +7.9% | +18.6% | -10.7% | +3.8% |
| 3Y | +176.5% | +36.9% | +139.6% | +140.2% |
| All | +212.0% | +11.7% | +200.3% | +189.2% |
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 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