-84.0%
OPEN vs IQV
-2.1%
-81.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.4% |
| 7D | -2.9% | -2.6% | -0.3% | -0.5% |
| 30D | -13.8% | +6.2% | -20.0% | -18.9% |
| 3M | -30.9% | +38.0% | -68.9% | -52.1% |
| 6M | -40.9% | +43.9% | -84.9% | -61.8% |
| YTD | -48.5% | +14.0% | -62.5% | -58.4% |
| 1Y | -50.9% | +35.5% | -86.4% | -67.8% |
| 3Y | -20.6% | +20.3% | -41.0% | -43.2% |
| All | -84.0% | -2.1% | -81.9% | -85.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling