+21.4%
IQV vs SIMO
+462.5%
-441.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.2% | -9.4% | -3.4% |
| 7D | +0.3% | +14.6% | -14.3% | -0.2% |
| 30D | +8.6% | +6.2% | +2.4% | +8.2% |
| 3M | +41.1% | +3.6% | +37.6% | +39.5% |
| 6M | +48.6% | +130.8% | -82.2% | +27.1% |
| YTD | +15.0% | +195.8% | -180.8% | -8.1% |
| 1Y | +38.1% | +225.0% | -186.9% | +7.0% |
| 3Y | +21.4% | +452.3% | -430.9% | -28.4% |
| All | +21.4% | +462.5% | -441.1% | -28.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling