+32.0%
RCL vs IQV
+25.1%
+6.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.5% | +5.9% | +6.3% |
| 7D | +11.7% | -5.5% | +17.1% | +13.3% |
| 30D | +21.1% | -0.9% | +22.0% | +21.1% |
| 3M | +2.9% | +15.6% | -12.7% | -2.2% |
| 6M | +29.8% | +63.9% | -34.1% | +8.6% |
| YTD | +21.4% | +17.0% | +4.4% | +11.7% |
| 1Y | +32.0% | +25.0% | +7.0% | +15.4% |
| All | +32.0% | +25.1% | +6.9% | +15.4% |
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