+236.7%
IQV vs SBAC
+87.1%
+149.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.5% | +0.8% |
| 7D | -2.2% | -2.1% | -0.1% | -1.4% |
| 30D | +8.3% | +2.0% | +6.3% | +7.3% |
| 3M | +44.6% | -8.3% | +52.9% | +49.0% |
| 6M | +52.6% | +0.3% | +52.2% | +48.9% |
| YTD | +16.1% | -2.2% | +18.3% | +14.0% |
| 1Y | +37.3% | -4.6% | +41.9% | +36.0% |
| 3Y | +21.6% | -8.3% | +29.9% | +18.7% |
| 5Y | +0.5% | -42.8% | +43.3% | +22.9% |
| All | +236.7% | +87.1% | +149.6% | +208.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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