-49.4%
ORCL vs IQV
+28.3%
-77.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -1.2% |
| 7D | -6.5% | +4.8% | -11.3% | -7.5% |
| 30D | -16.6% | +5.9% | -22.4% | -17.4% |
| 3M | -21.6% | +13.7% | -35.3% | -23.6% |
| 6M | -39.4% | +54.0% | -93.3% | -46.0% |
| YTD | -38.7% | +22.1% | -60.7% | -43.6% |
| All | -49.4% | +28.3% | -77.7% | -52.2% |
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