+236.7%
IQV vs SMTC
+548.2%
-311.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.1% | -3.4% | +0.8% |
| 7D | -2.2% | +13.1% | -15.3% | -4.7% |
| 30D | +8.3% | +19.5% | -11.2% | +3.7% |
| 3M | +44.6% | +2.2% | +42.3% | +39.6% |
| 6M | +52.6% | +94.9% | -42.3% | +24.4% |
| YTD | +16.1% | +127.0% | -110.8% | -9.4% |
| 1Y | +37.3% | +174.6% | -137.3% | +1.2% |
| 3Y | +21.6% | +615.9% | -594.4% | -41.8% |
| 5Y | +0.5% | +125.6% | -125.1% | -33.6% |
| All | +236.7% | +548.2% | -311.5% | +58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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