-8.6%
ONON vs IQV
+22.1%
-30.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.3% | +1.6% |
| 7D | -2.1% | -2.2% | +0.2% | -1.4% |
| 30D | -11.6% | +8.3% | -19.9% | -13.6% |
| 3M | -30.1% | +44.6% | -74.7% | -37.5% |
| 6M | -30.5% | +52.6% | -83.1% | -39.3% |
| YTD | -41.0% | +16.1% | -57.2% | -43.9% |
| 1Y | -36.7% | +37.3% | -74.0% | -43.2% |
| 3Y | -8.6% | +21.6% | -30.2% | -21.7% |
| All | -8.6% | +22.1% | -30.7% | -21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling