+291.1%
P vs IQV
-1.9%
+293.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.2% | +4.8% | +2.7% |
| 7D | +7.8% | +0.3% | +7.5% | +7.7% |
| 30D | +12.3% | +8.6% | +3.7% | +9.1% |
| 3M | +37.1% | +41.1% | -4.0% | +19.3% |
| 6M | +66.1% | +48.6% | +17.5% | +39.5% |
| YTD | +50.9% | +15.0% | +35.9% | +41.1% |
| 1Y | +27.2% | +38.1% | -10.9% | +8.4% |
| 3Y | +158.7% | +21.4% | +137.3% | +124.5% |
| 5Y | +291.1% | -1.0% | +292.1% | +276.6% |
| All | +291.1% | -1.9% | +293.0% | +276.6% |
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 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