+236.7%
IQV vs SIRI
-10.2%
+246.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.5% |
| 7D | -2.2% | +0.6% | -2.8% | -2.4% |
| 30D | +8.3% | +2.5% | +5.8% | +7.5% |
| 3M | +44.6% | +6.6% | +38.0% | +42.1% |
| 6M | +52.6% | +32.9% | +19.7% | +40.6% |
| YTD | +16.1% | +50.5% | -34.3% | +2.8% |
| 1Y | +37.3% | +28.0% | +9.3% | +26.5% |
| 3Y | +21.6% | -22.4% | +44.0% | +21.6% |
| 5Y | +0.5% | -41.3% | +41.8% | +2.7% |
| All | +236.7% | -10.2% | +246.9% | +205.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling