+48.1%
TSLA vs IQV
-1.9%
+50.1%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -3.4% | -5.3% | +1.9% | -1.1% |
| 30D | +9.2% | +5.5% | +3.7% | +6.6% |
| 3M | -4.7% | +41.2% | -46.0% | -20.3% |
| 6M | -8.9% | +50.5% | -59.5% | -27.2% |
| YTD | -19.2% | +14.1% | -33.3% | -26.3% |
| 1Y | +4.5% | +39.9% | -35.4% | -16.1% |
| 3Y | +46.3% | +20.5% | +25.8% | +20.4% |
| 5Y | +48.1% | -1.2% | +49.4% | +32.6% |
| All | +48.1% | -1.9% | +50.1% | +32.6% |
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 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