+50.7%
O vs IQV
+242.6%
-191.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.9% | -0.7% |
| 7D | -2.9% | -2.2% | -0.6% | -2.2% |
| 30D | -4.5% | +8.3% | -12.8% | -7.0% |
| 3M | -2.6% | +44.6% | -47.2% | -14.2% |
| 6M | -5.6% | +52.6% | -58.2% | -19.1% |
| YTD | +9.3% | +16.1% | -6.9% | +1.6% |
| 1Y | +4.3% | +37.3% | -33.0% | -9.4% |
| 3Y | +27.4% | +21.6% | +5.9% | +11.1% |
| 5Y | +17.1% | +0.5% | +16.6% | +7.8% |
| All | +50.7% | +242.6% | -191.9% | -16.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling