+37.3%
IQV vs SPG
+19.1%
+18.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | -2.2% | -1.2% | -1.1% | -1.8% |
| 30D | +8.3% | -6.1% | +14.4% | +10.9% |
| 3M | +44.6% | -3.6% | +48.2% | +48.3% |
| 6M | +52.6% | +10.4% | +42.2% | +52.5% |
| YTD | +16.1% | +14.4% | +1.8% | +15.5% |
| 1Y | +37.3% | +16.5% | +20.7% | +36.8% |
| All | +37.3% | +19.1% | +18.2% | +36.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling