+604.5%
XYZ vs IQV
+233.5%
+371.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.2% |
| 7D | -3.7% | -2.6% | -1.1% | -1.7% |
| 30D | +0.5% | +6.2% | -5.7% | -4.4% |
| 3M | +16.3% | +38.0% | -21.7% | -12.9% |
| 6M | +21.1% | +43.9% | -22.8% | -13.9% |
| YTD | +22.0% | +14.0% | +8.0% | +5.0% |
| 1Y | +5.2% | +35.5% | -30.4% | -23.1% |
| 3Y | +49.6% | +20.3% | +29.2% | +12.3% |
| 5Y | -68.4% | -1.6% | -66.8% | -70.2% |
| 10Y | +604.5% | +233.4% | +371.1% | +171.4% |
| All | +604.5% | +233.5% | +371.0% | +171.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling