+1,288.8%
XLK vs IQV
+488.0%
+800.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.5% |
| 7D | -0.4% | -5.3% | +4.9% | +1.8% |
| 30D | -0.5% | +5.5% | -6.0% | -2.8% |
| 3M | +5.0% | +41.2% | -36.3% | -10.8% |
| 6M | +32.9% | +50.5% | -17.7% | +8.6% |
| YTD | +29.0% | +14.1% | +14.8% | +17.9% |
| 1Y | +37.8% | +39.9% | -2.1% | +14.2% |
| 3Y | +118.7% | +20.5% | +98.2% | +85.1% |
| 5Y | +145.6% | -1.2% | +146.8% | +125.5% |
| 10Y | +791.5% | +233.9% | +557.6% | +376.9% |
| All | +1,288.8% | +488.0% | +800.8% | +552.6% |
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 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