-34.7%
ROL vs IQV
+25.1%
-59.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.5% | +2.3% | +2.7% |
| 7D | +14.6% | -5.5% | +20.0% | +14.8% |
| 30D | +29.3% | -0.9% | +30.1% | +29.2% |
| 3M | +2.0% | +15.6% | -13.6% | +1.3% |
| 6M | -28.5% | +63.9% | -92.4% | -30.3% |
| YTD | -35.3% | +17.0% | -52.4% | -35.9% |
| 1Y | -34.7% | +25.0% | -59.7% | -36.0% |
| All | -34.7% | +25.1% | -59.8% | -36.0% |
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