+485.8%
RIOT vs IQV
+242.6%
+243.2%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.7% | +1.2% |
| 7D | -1.5% | -2.2% | +0.7% | +0.1% |
| 30D | +5.7% | +8.3% | -2.6% | -0.4% |
| 3M | -17.9% | +44.6% | -62.4% | -41.7% |
| 6M | +45.0% | +52.6% | -7.6% | -2.9% |
| YTD | +69.5% | +16.1% | +53.3% | +40.7% |
| 1Y | +37.2% | +37.3% | -0.1% | -3.2% |
| 3Y | +111.7% | +21.6% | +90.2% | +60.5% |
| 5Y | -27.5% | +0.5% | -28.0% | -33.6% |
| All | +485.8% | +242.6% | +243.2% | +232.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling