+45.5%
IQV vs SIRI
+28.3%
+17.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.2% | -1.2% |
| 7D | +2.3% | +1.6% | +0.7% | +2.2% |
| 30D | +13.4% | -4.7% | +18.1% | +13.7% |
| 3M | +43.3% | +5.3% | +38.0% | +44.2% |
| 6M | +50.5% | +30.5% | +20.0% | +51.4% |
| YTD | +18.8% | +49.6% | -30.8% | +18.8% |
| 1Y | +45.5% | +28.5% | +17.0% | +52.1% |
| All | +45.5% | +28.3% | +17.1% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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