+5.3%
IQV vs SPG
+84.0%
-78.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.1% |
| 7D | -2.5% | +2.0% | -4.5% | -3.5% |
| 30D | +1.2% | +17.2% | -16.1% | -7.6% |
| 3M | +9.8% | +6.3% | +3.4% | +5.8% |
| 6M | +53.8% | +18.7% | +35.1% | +39.6% |
| YTD | +17.6% | +30.1% | -12.5% | +0.7% |
| 1Y | +18.6% | +32.8% | -14.2% | +0.4% |
| 3Y | +36.9% | +133.6% | -96.7% | -17.8% |
| All | +5.3% | +84.0% | -78.7% | -33.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling