+16.0%
RF vs IQV
+34.3%
-18.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | -0.1% | -2.6% | +2.5% | +0.1% |
| 30D | -4.0% | +6.2% | -10.2% | -4.5% |
| 3M | +5.6% | +38.0% | -32.4% | +2.1% |
| 6M | +13.1% | +43.9% | -30.9% | +8.7% |
| YTD | +13.6% | +14.0% | -0.4% | +11.6% |
| 1Y | +16.0% | +35.5% | -19.6% | +12.1% |
| All | +16.0% | +34.3% | -18.4% | +12.1% |
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 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