+180.5%
NXT vs IQV
+9.2%
+171.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.2% | +4.3% | +1.7% |
| 7D | +2.9% | +0.3% | +2.5% | +2.8% |
| 30D | -17.2% | +8.6% | -25.8% | -18.5% |
| 3M | -32.0% | +41.1% | -73.1% | -36.9% |
| 6M | -15.8% | +48.6% | -64.3% | -23.3% |
| YTD | -1.9% | +15.0% | -16.9% | -4.9% |
| 1Y | +22.5% | +38.1% | -15.6% | +11.7% |
| 3Y | +100.5% | +21.4% | +79.1% | +82.3% |
| All | +180.5% | +9.2% | +171.3% | +161.3% |
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