-28.0%
ORCL vs IQV
+46.0%
-73.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.4% | +4.5% | +3.3% |
| 7D | +5.3% | +2.3% | +3.0% | +4.9% |
| 30D | +10.0% | +13.4% | -3.5% | +8.2% |
| 3M | -32.6% | +43.3% | -75.9% | -36.7% |
| 6M | +4.9% | +50.5% | -45.6% | -3.5% |
| YTD | -17.8% | +18.8% | -36.5% | -24.7% |
| 1Y | -28.0% | +45.5% | -73.5% | -24.1% |
| All | -28.0% | +46.0% | -73.9% | -24.1% |
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