+30.2%
ORCL vs IQV
+22.6%
+7.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.4% | +4.5% | +3.4% |
| 7D | +5.3% | +2.3% | +3.0% | +4.8% |
| 30D | +10.0% | +13.4% | -3.5% | +7.0% |
| 3M | -32.6% | +43.3% | -75.9% | -38.6% |
| 6M | +4.9% | +50.5% | -45.6% | -6.0% |
| YTD | -17.8% | +18.8% | -36.5% | -22.5% |
| 1Y | -28.0% | +45.5% | -73.5% | -35.7% |
| All | +30.2% | +22.6% | +7.6% | +16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling