+555.9%
XYZ vs IQV
+294.8%
+261.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -2.2% | +4.1% | -6.3% | -5.2% |
| 30D | +11.6% | +4.7% | +6.9% | +7.4% |
| 3M | +8.4% | +12.6% | -4.2% | -1.9% |
| 6M | +17.2% | +58.2% | -41.0% | -21.7% |
| YTD | +31.7% | +21.8% | +9.9% | +7.5% |
| 1Y | +30.1% | +25.6% | +4.4% | +3.2% |
| 3Y | +66.4% | +40.1% | +26.4% | +9.6% |
| 5Y | -62.2% | +8.7% | -70.8% | -67.1% |
| 10Y | +621.5% | +255.9% | +365.6% | +180.9% |
| All | +555.9% | +294.8% | +261.0% | +131.9% |
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