+64.8%
RSP vs IQV
+39.3%
+25.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.4% | -0.6% |
| 7D | +1.8% | +2.4% | -0.6% | +1.3% |
| 30D | +3.5% | +4.0% | -0.5% | +2.6% |
| 3M | +0.2% | +12.2% | -12.0% | -2.2% |
| 6M | +9.1% | +54.9% | -45.7% | -1.1% |
| YTD | +16.6% | +20.3% | -3.7% | +11.3% |
| 1Y | +17.9% | +22.7% | -4.8% | +12.0% |
| All | +64.8% | +39.3% | +25.6% | +42.2% |
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 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