+696.9%
P vs IQV
+233.5%
+463.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.2% | -3.6% |
| 7D | +5.0% | -2.6% | +7.6% | +6.4% |
| 30D | -0.9% | +6.2% | -7.1% | -4.2% |
| 3M | +38.7% | +38.0% | +0.7% | +14.3% |
| 6M | +54.4% | +43.9% | +10.5% | +21.4% |
| YTD | +44.8% | +14.0% | +30.8% | +28.6% |
| 1Y | +22.5% | +35.5% | -13.0% | -2.9% |
| 3Y | +148.2% | +20.3% | +127.9% | +98.9% |
| 5Y | +268.9% | -1.6% | +270.6% | +229.8% |
| 10Y | +696.9% | +233.4% | +463.4% | +217.6% |
| All | +696.9% | +233.5% | +463.4% | +217.6% |
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