-47.1%
OPEN vs IQV
+46.0%
-93.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.1% | +1.4% |
| 7D | -4.3% | +2.3% | -6.6% | -5.4% |
| 30D | -16.2% | +13.4% | -29.7% | -21.4% |
| 3M | -36.4% | +43.3% | -79.6% | -48.9% |
| 6M | -35.5% | +50.5% | -86.0% | -50.1% |
| YTD | -46.0% | +18.8% | -64.8% | -52.5% |
| 1Y | -47.1% | +45.5% | -92.6% | -67.4% |
| All | -47.1% | +46.0% | -93.1% | -67.4% |
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 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