+3,468.1%
QLD vs IQV
+521.2%
+2,946.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | +0.6% |
| 7D | -10.3% | +1.7% | -12.0% | -11.4% |
| 30D | -26.1% | +5.3% | -31.4% | -29.0% |
| 3M | -17.8% | +17.0% | -34.7% | -27.7% |
| 6M | -15.6% | +54.0% | -69.6% | -43.3% |
| YTD | +5.4% | +20.6% | -15.2% | -16.4% |
| 1Y | +5.2% | +28.9% | -23.7% | -21.4% |
| 3Y | +139.4% | +37.0% | +102.4% | +54.4% |
| 5Y | +66.7% | +10.0% | +56.7% | +35.6% |
| 10Y | +1,422.1% | +274.5% | +1,147.6% | +368.2% |
| All | +3,468.1% | +521.2% | +2,946.9% | +763.6% |
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