-87.7%
RIG vs IQV
+487.2%
-574.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.5% |
| 7D | -8.2% | -2.6% | -5.6% | -7.1% |
| 30D | -0.2% | +6.2% | -6.4% | -3.1% |
| 3M | -2.7% | +38.0% | -40.7% | -18.7% |
| 6M | -7.5% | +43.9% | -51.4% | -25.8% |
| YTD | +38.3% | +14.0% | +24.3% | +23.9% |
| 1Y | +81.8% | +35.5% | +46.3% | +47.6% |
| 3Y | -30.2% | +20.3% | -50.5% | -42.0% |
| 5Y | +59.9% | -1.6% | +61.6% | +43.8% |
| 10Y | -41.9% | +233.4% | -275.3% | -69.4% |
| All | -87.7% | +487.2% | -574.9% | -94.4% |
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