+35.5%
XLV vs IQV
-0.1%
+35.6%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.6% |
| 7D | -3.6% | -2.2% | -1.3% | -3.0% |
| 30D | -1.8% | +8.3% | -10.1% | -4.0% |
| 3M | +7.8% | +44.6% | -36.8% | -2.9% |
| 6M | +9.1% | +52.6% | -43.5% | -3.7% |
| YTD | +7.7% | +16.1% | -8.4% | +2.1% |
| 1Y | +20.4% | +37.3% | -16.9% | +8.3% |
| 3Y | +30.8% | +21.6% | +9.2% | +18.4% |
| All | +35.5% | -0.1% | +35.6% | +27.8% |
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