+279.1%
QCOM vs IQV
+511.9%
-232.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.7% |
| 7D | +3.3% | +2.3% | +1.0% | +2.3% |
| 30D | +7.7% | +13.4% | -5.7% | +1.9% |
| 3M | -30.1% | +43.3% | -73.3% | -41.5% |
| 6M | +22.8% | +50.5% | -27.7% | -0.7% |
| YTD | +0.2% | +18.8% | -18.6% | -10.2% |
| 1Y | +7.9% | +45.5% | -37.6% | -12.7% |
| 3Y | +55.8% | +19.4% | +36.5% | +33.5% |
| 5Y | +30.1% | +1.7% | +28.3% | +18.6% |
| 10Y | +248.9% | +247.9% | +1.0% | +92.8% |
| All | +279.1% | +511.9% | -232.8% | +85.2% |
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