+28.4%
RTX vs IQV
+46.0%
-17.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.8% | -0.6% |
| 7D | -5.2% | +2.3% | -7.5% | -5.3% |
| 30D | -9.4% | +13.4% | -22.8% | -10.2% |
| 3M | +12.3% | +43.3% | -31.0% | +9.2% |
| 6M | -3.1% | +50.5% | -53.7% | -6.2% |
| YTD | +10.7% | +18.8% | -8.1% | +8.4% |
| 1Y | +28.4% | +45.5% | -17.0% | +22.6% |
| All | +28.4% | +46.0% | -17.5% | +22.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling