-49.5%
ORCL vs IQV
+25.1%
-74.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -2.1% |
| 7D | -14.4% | -5.5% | -8.9% | -13.3% |
| 30D | -12.8% | -0.9% | -12.0% | -12.5% |
| 3M | -14.8% | +15.6% | -30.4% | -17.0% |
| 6M | -30.9% | +63.9% | -94.8% | -40.0% |
| YTD | -35.7% | +17.0% | -52.7% | -40.4% |
| 1Y | -49.5% | +25.0% | -74.5% | -50.9% |
| All | -49.5% | +25.1% | -74.6% | -50.9% |
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