+41.9%
QLD vs IQV
+39.6%
+2.3%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.0% | +0.2% |
| 7D | +3.0% | +0.3% | +2.6% | +2.9% |
| 30D | -1.8% | +8.6% | -10.4% | -2.8% |
| 3M | -1.8% | +41.1% | -42.9% | -8.0% |
| 6M | +36.9% | +48.6% | -11.7% | +25.8% |
| YTD | +28.7% | +15.0% | +13.7% | +28.6% |
| 1Y | +41.9% | +38.1% | +3.8% | +35.8% |
| All | +41.9% | +39.6% | +2.3% | +35.8% |
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