+19.5%
IQV vs SPXU
-79.4%
+98.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | +0.8% |
| 7D | -5.3% | +6.4% | -11.6% | -3.1% |
| 30D | +5.5% | +5.9% | -0.4% | +7.8% |
| 3M | +41.2% | -11.7% | +52.9% | +35.2% |
| 6M | +50.5% | -28.7% | +79.2% | +34.4% |
| YTD | +14.1% | -26.4% | +40.5% | +4.3% |
| 1Y | +39.9% | -35.2% | +75.2% | +22.8% |
| All | +19.5% | -79.4% | +98.9% | -29.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling