-62.3%
W vs IQV
-1.9%
-60.4%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.9% |
| 7D | +5.9% | -2.6% | +8.5% | +8.1% |
| 30D | -3.0% | +6.2% | -9.2% | -8.1% |
| 3M | +40.3% | +38.0% | +2.4% | +2.7% |
| 6M | +32.2% | +43.9% | -11.7% | -9.4% |
| YTD | -0.3% | +14.0% | -14.3% | -16.5% |
| 1Y | +16.2% | +35.5% | -19.3% | -19.8% |
| 3Y | +40.7% | +20.3% | +20.4% | +4.1% |
| 5Y | -62.3% | -1.6% | -60.7% | -67.7% |
| All | -62.3% | -1.9% | -60.4% | -67.7% |
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 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