+55.3%
ON vs IQV
+41.8%
+13.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.7% | +6.8% | +8.7% |
| 7D | +2.4% | -2.2% | +4.6% | +2.1% |
| 30D | -8.6% | +8.3% | -16.9% | -7.6% |
| 3M | -34.3% | +44.6% | -78.9% | -32.1% |
| 6M | +28.5% | +52.6% | -24.0% | +31.7% |
| YTD | +40.6% | +16.1% | +24.5% | +60.5% |
| 1Y | +55.3% | +37.3% | +18.0% | +67.0% |
| All | +55.3% | +41.8% | +13.5% | +67.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling