+37.3%
IQV vs SMTC
+169.6%
-132.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.1% | -3.4% | +1.9% |
| 7D | -2.2% | +13.1% | -15.3% | -1.7% |
| 30D | +8.3% | +19.5% | -11.2% | +9.3% |
| 3M | +44.6% | +2.2% | +42.3% | +47.6% |
| 6M | +52.6% | +94.9% | -42.3% | +46.6% |
| YTD | +16.1% | +127.0% | -110.8% | +9.0% |
| 1Y | +37.3% | +174.6% | -137.3% | +22.9% |
| All | +37.3% | +169.6% | -132.3% | +22.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling