+4,264.7%
QLD vs IQV
+511.9%
+3,752.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +1.4% |
| 7D | +0.6% | +2.3% | -1.7% | -1.2% |
| 30D | -0.1% | +13.4% | -13.6% | -9.6% |
| 3M | -8.4% | +43.3% | -51.6% | -33.7% |
| 6M | +32.2% | +50.5% | -18.3% | -10.4% |
| YTD | +28.9% | +18.8% | +10.1% | +4.0% |
| 1Y | +43.8% | +45.5% | -1.6% | -3.8% |
| 3Y | +176.6% | +19.4% | +157.2% | +102.9% |
| 5Y | +121.6% | +1.7% | +119.8% | +93.7% |
| 10Y | +1,652.9% | +247.9% | +1,405.0% | +471.5% |
| All | +4,264.7% | +511.9% | +3,752.8% | +974.1% |
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 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