+270.3%
ORCL vs IQV
+242.6%
+27.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -0.6% |
| 7D | +8.0% | -2.5% | +10.4% | +8.9% |
| 30D | -4.0% | +1.2% | -5.2% | -4.2% |
| 3M | -19.5% | +9.8% | -29.2% | -22.0% |
| 6M | -33.5% | +53.8% | -87.3% | -43.6% |
| YTD | -34.8% | +17.6% | -52.4% | -39.7% |
| 1Y | -41.6% | +18.6% | -60.2% | -46.3% |
| 3Y | +13.8% | +36.9% | -23.1% | -4.8% |
| 5Y | +43.4% | +4.1% | +39.3% | +30.8% |
| All | +270.3% | +242.6% | +27.7% | +109.4% |
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 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