+39.9%
IQV vs SIMO
+220.5%
-180.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.5% | +4.6% | -0.1% |
| 7D | -5.3% | +12.5% | -17.8% | -4.6% |
| 30D | +5.5% | +18.4% | -12.9% | +6.7% |
| 3M | +41.2% | +5.6% | +35.6% | +41.9% |
| 6M | +50.5% | +116.9% | -66.4% | +42.0% |
| YTD | +14.1% | +188.4% | -174.3% | +1.8% |
| 1Y | +39.9% | +221.3% | -181.3% | +18.5% |
| All | +39.9% | +220.5% | -180.5% | +18.5% |
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