+7,553.0%
TSLA vs IQV
+511.9%
+7,041.1%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.4% | -4.5% | -5.2% |
| 7D | +1.5% | +2.3% | -0.8% | +0.4% |
| 30D | +10.1% | +13.4% | -3.3% | +3.3% |
| 3M | -15.4% | +43.3% | -58.7% | -31.4% |
| 6M | -12.8% | +50.5% | -63.3% | -32.2% |
| YTD | -21.3% | +18.8% | -40.1% | -31.4% |
| 1Y | +4.6% | +45.5% | -40.9% | -19.6% |
| 3Y | +44.5% | +19.4% | +25.2% | +18.6% |
| 5Y | +44.8% | +1.7% | +43.1% | +29.6% |
| 10Y | +2,585.4% | +247.9% | +2,337.5% | +1,123.4% |
| All | +7,553.0% | +511.9% | +7,041.1% | +2,551.2% |
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