+358.7%
RTX vs IQV
+511.9%
-153.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.8% | -0.2% |
| 7D | -5.2% | +2.3% | -7.5% | -5.9% |
| 30D | -9.4% | +13.4% | -22.8% | -13.2% |
| 3M | +12.3% | +43.3% | -31.0% | -1.1% |
| 6M | -3.1% | +50.5% | -53.7% | -16.8% |
| YTD | +10.7% | +18.8% | -8.1% | +2.0% |
| 1Y | +28.4% | +45.5% | -17.0% | +9.6% |
| 3Y | +147.1% | +19.4% | +127.7% | +117.1% |
| 5Y | +167.2% | +1.7% | +165.5% | +143.3% |
| 10Y | +274.7% | +247.9% | +26.8% | +103.9% |
| All | +358.7% | +511.9% | -153.2% | +122.4% |
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 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