+48.4%
RSP vs IQV
+4.0%
+44.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.8% |
| 7D | +2.4% | -2.5% | +4.8% | +3.1% |
| 30D | +4.3% | +1.2% | +3.1% | +3.8% |
| 3M | -0.3% | +9.8% | -10.1% | -3.2% |
| 6M | +9.8% | +53.8% | -44.0% | -4.4% |
| YTD | +16.8% | +17.6% | -0.8% | +9.5% |
| 1Y | +19.5% | +18.6% | +0.9% | +11.7% |
| 3Y | +65.1% | +36.9% | +28.3% | +40.4% |
| All | +48.4% | +4.0% | +44.4% | +35.0% |
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 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