+629.3%
ON vs IQV
+242.6%
+386.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.7% | +6.8% | +7.4% |
| 7D | +2.4% | -2.2% | +4.6% | +4.0% |
| 30D | -8.6% | +8.3% | -16.9% | -13.6% |
| 3M | -34.3% | +44.6% | -78.9% | -51.3% |
| 6M | +28.5% | +52.6% | -24.0% | -11.5% |
| YTD | +40.6% | +16.1% | +24.5% | +16.3% |
| 1Y | +55.3% | +37.3% | +18.0% | +11.5% |
| 3Y | -22.2% | +21.6% | -43.8% | -41.5% |
| 5Y | +62.4% | +0.5% | +61.9% | +42.1% |
| All | +629.3% | +242.6% | +386.7% | +184.3% |
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 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