+19.5%
IQV vs SBAC
-11.3%
+30.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.8% | +3.0% | +0.7% |
| 7D | -5.3% | -5.3% | 0.0% | -4.2% |
| 30D | +5.5% | +0.4% | +5.1% | +5.4% |
| 3M | +41.2% | -11.9% | +53.1% | +44.6% |
| 6M | +50.5% | -4.5% | +55.0% | +50.7% |
| YTD | +14.1% | -4.3% | +18.5% | +13.9% |
| 1Y | +39.9% | -3.9% | +43.8% | +39.2% |
| All | +19.5% | -11.3% | +30.8% | +16.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling