+15.1%
RDDT vs IQV
+53.6%
-38.6%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.2% | +0.9% |
| 7D | +2.1% | -2.2% | +4.4% | +3.1% |
| 30D | +2.8% | +8.3% | -5.5% | -0.5% |
| 3M | -8.9% | +44.6% | -53.5% | -24.4% |
| 6M | +15.1% | +52.6% | -37.5% | -7.7% |
| All | +15.1% | +53.6% | -38.6% | -7.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling