+67.7%
V vs IQV
-1.9%
+69.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | -0.1% |
| 7D | -2.9% | -2.6% | -0.3% | -2.2% |
| 30D | +1.9% | +6.2% | -4.3% | +0.2% |
| 3M | +13.2% | +38.0% | -24.7% | +3.1% |
| 6M | +16.7% | +43.9% | -27.2% | +4.5% |
| YTD | +5.4% | +14.0% | -8.6% | +0.4% |
| 1Y | +7.7% | +35.5% | -27.9% | -3.2% |
| 3Y | +52.0% | +20.3% | +31.6% | +37.2% |
| 5Y | +67.7% | -1.6% | +69.4% | +59.3% |
| All | +67.7% | -1.9% | +69.6% | +59.3% |
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