-25.1%
RCL vs IQV
+46.0%
-71.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.3% |
| 7D | -5.1% | +2.3% | -7.4% | -5.7% |
| 30D | -19.0% | +13.4% | -32.4% | -22.0% |
| 3M | -9.6% | +43.3% | -52.9% | -19.2% |
| 6M | -6.7% | +50.5% | -57.2% | -18.2% |
| YTD | -3.9% | +18.8% | -22.7% | -11.5% |
| 1Y | -25.1% | +45.5% | -70.6% | -32.4% |
| All | -25.1% | +46.0% | -71.0% | -32.4% |
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