+205.8%
RSP vs IQV
+242.6%
-36.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.2% |
| 7D | -1.9% | -2.2% | +0.4% | -1.1% |
| 30D | -2.8% | +8.3% | -11.1% | -5.8% |
| 3M | +2.8% | +44.6% | -41.7% | -11.4% |
| 6M | +10.2% | +52.6% | -42.4% | -8.0% |
| YTD | +13.1% | +16.1% | -3.0% | +4.1% |
| 1Y | +14.8% | +37.3% | -22.5% | -1.9% |
| 3Y | +52.6% | +21.6% | +31.0% | +31.7% |
| 5Y | +51.6% | +0.5% | +51.1% | +39.3% |
| All | +205.8% | +242.6% | -36.7% | +71.2% |
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