-18.7%
OPEN vs IQV
+19.8%
-38.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.7% |
| 7D | -2.9% | -2.6% | -0.3% | -1.2% |
| 30D | -13.8% | +6.2% | -20.0% | -17.4% |
| 3M | -30.9% | +38.0% | -68.9% | -46.7% |
| 6M | -40.9% | +43.9% | -84.9% | -56.4% |
| YTD | -48.5% | +14.0% | -62.5% | -55.1% |
| 1Y | -50.9% | +35.5% | -86.4% | -63.3% |
| All | -18.7% | +19.8% | -38.5% | -25.4% |
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 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