-15.2%
RDW vs IQV
+26.3%
-41.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.8% | +0.4% | -20.2% | -19.9% |
| 7D | -32.4% | -3.7% | -28.7% | -32.0% |
| 30D | -41.7% | +1.9% | -43.6% | -41.8% |
| 3M | -42.3% | +12.2% | -54.5% | -43.2% |
| 6M | -28.8% | +50.1% | -78.9% | -36.9% |
| YTD | -18.6% | +17.5% | -36.1% | -25.0% |
| 1Y | -15.2% | +26.1% | -41.3% | -21.0% |
| All | -15.2% | +26.3% | -41.5% | -21.0% |
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