+526.5%
P vs IQV
+290.7%
+235.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.2% | +4.7% | +4.5% |
| 7D | -4.7% | +4.1% | -8.8% | -6.6% |
| 30D | -31.4% | +4.7% | -36.1% | -33.0% |
| 3M | -2.6% | +12.6% | -15.2% | -8.7% |
| 6M | +21.9% | +58.2% | -36.2% | -7.9% |
| YTD | +58.9% | +21.8% | +37.1% | +36.3% |
| 1Y | +21.7% | +25.6% | -3.9% | +2.1% |
| 3Y | +193.3% | +40.1% | +153.2% | +115.3% |
| 5Y | +275.1% | +8.7% | +266.4% | +216.6% |
| 10Y | +655.3% | +255.9% | +399.4% | +190.4% |
| All | +526.5% | +290.7% | +235.8% | +118.5% |
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