+333.3%
ORCL vs IQV
+537.2%
-203.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | +2.3% |
| 7D | +0.5% | +7.9% | -7.4% | -2.0% |
| 30D | -15.3% | +7.3% | -22.6% | -17.1% |
| 3M | -18.2% | +16.8% | -35.0% | -22.4% |
| 6M | -38.4% | +56.0% | -94.5% | -47.9% |
| YTD | -37.7% | +23.7% | -61.4% | -43.3% |
| 1Y | -49.3% | +32.5% | -81.8% | -55.1% |
| 3Y | +10.6% | +45.3% | -34.7% | -8.9% |
| 5Y | +35.5% | +10.7% | +24.8% | +21.1% |
| 10Y | +251.6% | +259.0% | -7.4% | +98.1% |
| All | +333.3% | +537.2% | -203.9% | +118.0% |
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 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