+38.2%
REGN vs IQV
+41.8%
-3.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -1.8% |
| 7D | -5.6% | -2.2% | -3.3% | -5.2% |
| 30D | -2.0% | +8.3% | -10.3% | -3.3% |
| 3M | +28.0% | +44.6% | -16.6% | +19.8% |
| 6M | +1.2% | +52.6% | -51.4% | -6.5% |
| YTD | +1.6% | +16.1% | -14.5% | +1.3% |
| 1Y | +38.2% | +37.3% | +1.0% | +25.6% |
| All | +38.2% | +41.8% | -3.6% | +25.6% |
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