-30.2%
RIG vs IQV
+22.1%
-52.2%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.5% | -2.2% |
| 7D | -3.1% | -2.2% | -0.8% | -2.5% |
| 30D | -0.5% | +8.3% | -8.8% | -2.8% |
| 3M | -6.0% | +44.6% | -50.5% | -16.8% |
| 6M | -10.1% | +52.6% | -62.7% | -22.9% |
| YTD | +37.3% | +16.1% | +21.2% | +30.7% |
| 1Y | +73.9% | +37.3% | +36.7% | +53.1% |
| 3Y | -30.2% | +21.6% | -51.7% | -39.5% |
| All | -30.2% | +22.1% | -52.2% | -39.5% |
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