+27.7%
V vs IQV
+21.2%
+6.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +1.6% |
| 7D | +0.9% | -2.5% | +3.4% | +1.2% |
| 30D | +9.0% | +1.2% | +7.8% | +8.7% |
| 3M | +16.7% | +9.8% | +6.9% | +15.3% |
| 6M | +33.4% | +53.8% | -20.4% | +26.5% |
| YTD | +22.4% | +17.6% | +4.7% | +20.2% |
| 1Y | +27.7% | +18.6% | +9.1% | +24.9% |
| All | +27.7% | +21.2% | +6.5% | +24.9% |
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