+54.2%
RGTI vs IQV
+15.9%
+38.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -0.2% |
| 7D | +0.5% | -2.2% | +2.7% | +1.6% |
| 30D | -17.1% | +8.3% | -25.4% | -20.9% |
| 3M | -26.0% | +44.6% | -70.6% | -42.8% |
| 6M | -9.9% | +52.6% | -62.4% | -33.3% |
| YTD | -31.1% | +16.1% | -47.2% | -39.6% |
| 1Y | -8.5% | +37.3% | -45.8% | -29.3% |
| 3Y | +652.2% | +21.6% | +630.6% | +522.7% |
| 5Y | +56.8% | +0.5% | +56.3% | +29.4% |
| All | +54.2% | +15.9% | +38.4% | +27.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling