+37.1%
QCOM vs IQV
-1.1%
+38.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.2% | +6.4% | +4.4% |
| 7D | +5.1% | +0.3% | +4.7% | +4.8% |
| 30D | +4.3% | +8.6% | -4.3% | +0.7% |
| 3M | -19.6% | +41.1% | -60.7% | -32.0% |
| 6M | +29.5% | +48.6% | -19.1% | +5.7% |
| YTD | +3.4% | +15.0% | -11.6% | -5.1% |
| 1Y | +10.9% | +38.1% | -27.2% | -7.6% |
| 3Y | +74.8% | +21.4% | +53.4% | +48.4% |
| All | +37.1% | -1.1% | +38.1% | +25.1% |
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 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