-2.5%
XRT vs IQV
+36.0%
-38.4%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | -3.6% | -5.3% | +1.7% | -2.6% |
| 30D | -6.7% | +5.5% | -12.2% | -7.7% |
| 3M | -1.4% | +41.2% | -42.6% | -8.3% |
| 6M | +1.7% | +50.5% | -48.8% | -6.9% |
| YTD | -1.5% | +14.1% | -15.6% | -4.9% |
| 1Y | -2.5% | +39.9% | -42.4% | -10.5% |
| All | -2.5% | +36.0% | -38.4% | -10.5% |
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