+2.4%
IQV vs SIRI
-41.5%
+43.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.6% |
| 7D | -2.2% | +0.6% | -2.8% | -2.3% |
| 30D | +8.3% | +2.5% | +5.8% | +7.8% |
| 3M | +44.6% | +6.6% | +38.0% | +43.0% |
| 6M | +52.6% | +32.9% | +19.7% | +44.4% |
| YTD | +16.1% | +50.5% | -34.3% | +6.9% |
| 1Y | +37.3% | +28.0% | +9.3% | +30.1% |
| 3Y | +21.6% | -22.4% | +44.0% | +20.9% |
| All | +2.4% | -41.5% | +43.9% | +9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling