-74.1%
OPEN vs IQV
+86.4%
-160.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.1% | -6.8% | -6.8% |
| 7D | -10.5% | -5.3% | -5.3% | -5.8% |
| 30D | -21.8% | +5.5% | -27.3% | -25.9% |
| 3M | -37.5% | +41.2% | -78.7% | -57.3% |
| 6M | -44.1% | +50.5% | -94.6% | -65.1% |
| YTD | -52.0% | +14.1% | -66.1% | -61.0% |
| 1Y | -52.2% | +39.9% | -92.2% | -69.3% |
| 3Y | -25.9% | +20.5% | -46.4% | -46.2% |
| 5Y | -85.1% | -1.2% | -83.8% | -86.0% |
| All | -74.1% | +86.4% | -160.5% | -84.5% |
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