+25.0%
IQV vs SIMO
+94.5%
-69.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.6% | +10.0% | -0.1% |
| 7D | -5.5% | -16.9% | +11.4% | -6.4% |
| 30D | -0.9% | -35.4% | +34.5% | -3.4% |
| 3M | +15.6% | -31.9% | +47.5% | +13.7% |
| 6M | +63.9% | -19.3% | +83.2% | +61.1% |
| YTD | +17.0% | +98.5% | -81.4% | +7.4% |
| 1Y | +25.0% | +100.5% | -75.5% | +14.7% |
| All | +25.0% | +94.5% | -69.4% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 1y: compounded portfolio wealth divided by compounded SIMO 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…
1y analysis · Full analysis span regression · 6 months rolling