+146.0%
QLD vs IQV
+36.2%
+109.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.2% | -0.3% | -1.7% |
| 7D | +7.0% | -2.5% | +9.5% | +8.0% |
| 30D | -14.3% | +1.2% | -15.5% | -14.6% |
| 3M | -16.0% | +9.8% | -25.8% | -18.8% |
| 6M | -14.2% | +53.8% | -68.0% | -29.0% |
| YTD | +12.8% | +17.6% | -4.9% | +4.8% |
| 1Y | +14.1% | +18.6% | -4.5% | +5.5% |
| 3Y | +146.0% | +36.9% | +109.1% | +108.1% |
| All | +146.0% | +36.2% | +109.8% | +108.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling