+339.8%
RSP vs IQV
+511.9%
-172.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | 0.0% |
| 7D | -0.8% | +2.3% | -3.1% | -1.6% |
| 30D | -0.3% | +13.4% | -13.8% | -4.9% |
| 3M | +4.3% | +43.3% | -39.0% | -9.5% |
| 6M | +8.8% | +50.5% | -41.7% | -8.2% |
| YTD | +15.3% | +18.8% | -3.5% | +5.4% |
| 1Y | +18.3% | +45.5% | -27.2% | -0.8% |
| 3Y | +52.8% | +19.4% | +33.4% | +33.7% |
| 5Y | +51.7% | +1.7% | +50.0% | +38.9% |
| 10Y | +208.5% | +247.9% | -39.5% | +69.8% |
| All | +339.8% | +511.9% | -172.1% | +107.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling