+50.5%
RSP vs IQV
-1.9%
+52.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.7% |
| 7D | -1.8% | -2.6% | +0.8% | -1.1% |
| 30D | -2.5% | +6.2% | -8.7% | -4.3% |
| 3M | +3.0% | +38.0% | -35.0% | -6.9% |
| 6M | +8.9% | +43.9% | -35.0% | -3.5% |
| YTD | +13.0% | +14.0% | -1.0% | +7.1% |
| 1Y | +16.2% | +35.5% | -19.3% | +3.4% |
| 3Y | +52.7% | +20.3% | +32.3% | +36.8% |
| 5Y | +50.5% | -1.6% | +52.1% | +40.4% |
| All | +50.5% | -1.9% | +52.4% | +40.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling