-1.2%
IQV vs SMTC
+112.1%
-113.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.9% | +3.1% | +0.5% |
| 7D | -5.3% | +17.5% | -22.8% | -7.4% |
| 30D | +5.5% | +21.3% | -15.8% | +2.3% |
| 3M | +41.2% | +3.1% | +38.1% | +37.9% |
| 6M | +50.5% | +81.7% | -31.2% | +31.3% |
| YTD | +14.1% | +115.9% | -101.8% | -4.0% |
| 1Y | +39.9% | +157.8% | -117.9% | +13.0% |
| 3Y | +20.5% | +557.3% | -536.8% | -30.9% |
| 5Y | -1.2% | +114.7% | -115.9% | -21.5% |
| All | -1.2% | +112.1% | -113.4% | -21.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling