+28.1%
XYZ vs IQV
+29.1%
-0.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.3% | -2.0% | -2.7% |
| 7D | +12.6% | +4.8% | +7.8% | +10.1% |
| 30D | +10.8% | +5.9% | +4.9% | +7.6% |
| 3M | +8.4% | +13.7% | -5.3% | +1.5% |
| 6M | +14.3% | +54.0% | -39.6% | -10.5% |
| YTD | +31.5% | +22.1% | +9.4% | +15.0% |
| 1Y | +28.1% | +29.1% | -1.0% | +10.3% |
| All | +28.1% | +29.1% | -0.9% | +10.3% |
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