+361.0%
ORLY vs IQV
+242.6%
+118.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.4% | -0.1% |
| 7D | -2.4% | -2.2% | -0.1% | -1.7% |
| 30D | -6.8% | +8.3% | -15.1% | -8.9% |
| 3M | -4.8% | +44.6% | -49.3% | -14.8% |
| 6M | -9.1% | +52.6% | -61.6% | -20.4% |
| YTD | -5.9% | +16.1% | -22.0% | -11.4% |
| 1Y | -20.4% | +37.3% | -57.7% | -29.0% |
| 3Y | +36.6% | +21.6% | +15.0% | +22.2% |
| 5Y | +117.3% | +0.5% | +116.8% | +104.0% |
| All | +361.0% | +242.6% | +118.4% | +175.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling