+32.9%
TSLA vs IQV
+20.0%
+12.9%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -3.4% | -5.3% | +1.9% | -2.0% |
| 30D | +9.2% | +5.5% | +3.7% | +7.6% |
| 3M | -4.7% | +41.2% | -46.0% | -14.9% |
| 6M | -8.9% | +50.5% | -59.5% | -21.0% |
| YTD | -19.2% | +14.1% | -33.3% | -23.0% |
| 1Y | +4.5% | +39.9% | -35.4% | -9.3% |
| All | +32.9% | +20.0% | +12.9% | +11.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling