+326.7%
ORCL vs IQV
+528.8%
-202.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -1.1% |
| 7D | -6.5% | +4.8% | -11.3% | -8.0% |
| 30D | -16.6% | +5.9% | -22.4% | -18.0% |
| 3M | -21.6% | +13.7% | -35.3% | -25.0% |
| 6M | -39.4% | +54.0% | -93.3% | -48.5% |
| YTD | -38.7% | +22.1% | -60.7% | -43.9% |
| 1Y | -50.4% | +29.1% | -79.5% | -55.6% |
| 3Y | +8.1% | +40.4% | -32.3% | -9.8% |
| 5Y | +34.5% | +9.1% | +25.4% | +20.9% |
| 10Y | +246.0% | +251.2% | -5.2% | +96.4% |
| All | +326.7% | +528.8% | -202.0% | +115.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling