+510.3%
IQV vs SPXU
-99.9%
+610.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.3% | -0.3% |
| 7D | -2.6% | +1.3% | -3.9% | -2.1% |
| 30D | +6.2% | +5.1% | +1.1% | +8.3% |
| 3M | +38.0% | -9.1% | +47.1% | +33.6% |
| 6M | +43.9% | -29.6% | +73.5% | +28.2% |
| YTD | +14.0% | -27.7% | +41.7% | +3.6% |
| 1Y | +35.5% | -37.0% | +72.5% | +18.0% |
| 3Y | +20.3% | -80.2% | +100.5% | -23.2% |
| 5Y | -1.6% | -86.0% | +84.4% | -34.1% |
| 10Y | +233.4% | -99.5% | +333.0% | +2.7% |
| All | +510.3% | -99.9% | +610.1% | +49.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling