+21.6%
IQV vs SCCO
+177.0%
-155.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.1% | +1.8% |
| 7D | -2.2% | -2.7% | +0.4% | -1.9% |
| 30D | +8.3% | -0.7% | +9.0% | +8.2% |
| 3M | +44.6% | +8.1% | +36.5% | +41.6% |
| 6M | +52.6% | +4.1% | +48.5% | +49.5% |
| YTD | +16.1% | +41.1% | -25.0% | +4.2% |
| 1Y | +37.3% | +95.6% | -58.3% | +12.3% |
| 3Y | +21.6% | +179.3% | -157.7% | -19.5% |
| All | +21.6% | +177.0% | -155.5% | -19.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling