+236.7%
IQV vs SCCO
+1,104.1%
-867.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.1% | +1.8% |
| 7D | -2.2% | -2.7% | +0.4% | -1.7% |
| 30D | +8.3% | -0.7% | +9.0% | +8.1% |
| 3M | +44.6% | +8.1% | +36.5% | +39.4% |
| 6M | +52.6% | +4.1% | +48.5% | +47.0% |
| YTD | +16.1% | +41.1% | -25.0% | -0.4% |
| 1Y | +37.3% | +95.6% | -58.3% | +4.8% |
| 3Y | +21.6% | +179.3% | -157.7% | -21.4% |
| 5Y | +0.5% | +308.3% | -307.8% | -45.4% |
| All | +236.7% | +1,104.1% | -867.3% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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