+35.5%
ORCL vs IQV
+10.6%
+24.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | +2.4% |
| 7D | +0.5% | +7.9% | -7.4% | -1.7% |
| 30D | -15.3% | +7.3% | -22.6% | -16.9% |
| 3M | -18.2% | +16.8% | -35.0% | -21.8% |
| 6M | -38.4% | +56.0% | -94.5% | -46.8% |
| YTD | -37.7% | +23.7% | -61.4% | -42.6% |
| 1Y | -49.3% | +32.5% | -81.8% | -54.4% |
| 3Y | +10.6% | +45.3% | -34.7% | -7.6% |
| 5Y | +35.5% | +10.7% | +24.8% | +21.1% |
| All | +35.5% | +10.6% | +24.9% | +21.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling