+236.7%
IQV vs SPG
+64.5%
+172.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | -2.2% | -1.2% | -1.1% | -1.9% |
| 30D | +8.3% | -6.1% | +14.4% | +10.6% |
| 3M | +44.6% | -3.6% | +48.2% | +46.6% |
| 6M | +52.6% | +10.4% | +42.2% | +47.6% |
| YTD | +16.1% | +14.4% | +1.8% | +10.8% |
| 1Y | +37.3% | +16.5% | +20.7% | +30.1% |
| 3Y | +21.6% | +106.8% | -85.2% | -4.2% |
| 5Y | +0.5% | +108.9% | -108.4% | -21.9% |
| All | +236.7% | +64.5% | +172.3% | +162.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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