+37.3%
IQV vs SPXU
-36.3%
+73.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.2% | +1.1% |
| 7D | -2.2% | +2.5% | -4.7% | -1.5% |
| 30D | +8.3% | +4.2% | +4.1% | +9.6% |
| 3M | +44.6% | -9.3% | +53.8% | +40.8% |
| 6M | +52.6% | -30.7% | +83.3% | +35.8% |
| YTD | +16.1% | -28.1% | +44.3% | +6.7% |
| 1Y | +37.3% | -35.2% | +72.5% | +18.2% |
| All | +37.3% | -36.3% | +73.5% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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