+43.8%
QLD vs IQV
+46.0%
-2.1%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.5% |
| 7D | +0.6% | +2.3% | -1.7% | +0.3% |
| 30D | -0.1% | +13.4% | -13.6% | -1.6% |
| 3M | -8.4% | +43.3% | -51.6% | -14.0% |
| 6M | +32.2% | +50.5% | -18.3% | +21.8% |
| YTD | +28.9% | +18.8% | +10.1% | +28.3% |
| 1Y | +43.8% | +45.5% | -1.6% | +36.8% |
| All | +43.8% | +46.0% | -2.1% | +36.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling