-5.4%
REGN vs IQV
+22.1%
-27.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -1.9% |
| 7D | -5.6% | -2.2% | -3.3% | -5.0% |
| 30D | -2.0% | +8.3% | -10.3% | -4.1% |
| 3M | +28.0% | +44.6% | -16.6% | +15.1% |
| 6M | +1.2% | +52.6% | -51.4% | -11.0% |
| YTD | +1.6% | +16.1% | -14.5% | -3.1% |
| 1Y | +38.2% | +37.3% | +1.0% | +24.2% |
| 3Y | -5.4% | +21.6% | -26.9% | -15.1% |
| All | -5.4% | +22.1% | -27.4% | -15.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling