+21.6%
IQV vs SPXS
-79.6%
+101.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.2% | +0.9% |
| 7D | -2.2% | +2.5% | -4.7% | -1.3% |
| 30D | +8.3% | +4.2% | +4.1% | +10.0% |
| 3M | +44.6% | -9.3% | +53.9% | +40.0% |
| 6M | +52.6% | -30.7% | +83.3% | +35.0% |
| YTD | +16.1% | -28.1% | +44.2% | +5.3% |
| 1Y | +37.3% | -35.1% | +72.3% | +20.7% |
| 3Y | +21.6% | -79.6% | +101.1% | -27.6% |
| All | +21.6% | -79.6% | +101.2% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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