+127.2%
O vs IQV
+492.3%
-365.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | +0.6% |
| 7D | -0.6% | +0.3% | -0.9% | -0.7% |
| 30D | -2.0% | +8.6% | -10.5% | -4.4% |
| 3M | +3.0% | +41.1% | -38.1% | -7.8% |
| 6M | -3.6% | +48.6% | -52.2% | -15.9% |
| YTD | +12.1% | +15.0% | -2.9% | +5.0% |
| 1Y | +8.9% | +38.1% | -29.2% | -4.7% |
| 3Y | +30.3% | +21.4% | +8.9% | +14.9% |
| 5Y | +13.7% | -1.0% | +14.7% | +5.7% |
| 10Y | +50.3% | +233.0% | -182.7% | -9.2% |
| All | +127.2% | +492.3% | -365.1% | +19.4% |
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