+94.3%
ORCL vs IQV
-1.9%
+96.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.2% | +5.6% | +3.3% |
| 7D | +15.0% | +0.3% | +14.7% | +14.9% |
| 30D | +10.5% | +8.6% | +2.0% | +7.9% |
| 3M | -23.0% | +41.1% | -64.1% | -31.4% |
| 6M | +7.0% | +48.6% | -41.6% | -6.4% |
| YTD | -15.8% | +15.0% | -30.8% | -20.8% |
| 1Y | -31.1% | +38.1% | -69.2% | -39.3% |
| 3Y | +33.3% | +21.4% | +11.9% | +18.6% |
| 5Y | +94.3% | -1.0% | +95.3% | +81.9% |
| All | +94.3% | -1.9% | +96.2% | +81.9% |
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 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