+504.9%
P vs IQV
+296.8%
+208.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.6% | +3.7% | +5.0% |
| 7D | -9.6% | +7.9% | -17.5% | -13.0% |
| 30D | -33.4% | +7.3% | -40.7% | -35.8% |
| 3M | +14.2% | +16.8% | -2.6% | +5.2% |
| 6M | +31.6% | +56.0% | -24.5% | 0.0% |
| YTD | +53.5% | +23.7% | +29.8% | +30.6% |
| 1Y | +14.2% | +32.5% | -18.3% | -7.2% |
| 3Y | +190.5% | +45.3% | +145.2% | +108.6% |
| 5Y | +256.3% | +10.7% | +245.6% | +197.7% |
| 10Y | +707.9% | +259.0% | +448.9% | +209.2% |
| All | +504.9% | +296.8% | +208.1% | +109.3% |
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