+19.5%
IQV vs SPG
+106.6%
-87.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | +0.1% | +0.1% |
| 7D | -5.3% | -2.2% | -3.1% | -4.1% |
| 30D | +5.5% | -5.8% | +11.3% | +9.0% |
| 3M | +41.2% | -2.8% | +44.0% | +44.0% |
| 6M | +50.5% | +8.9% | +41.6% | +43.6% |
| YTD | +14.1% | +14.3% | -0.1% | +5.5% |
| 1Y | +39.9% | +19.5% | +20.5% | +25.7% |
| All | +19.5% | +106.6% | -87.1% | -27.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling