-1.2%
IQV vs SPY
+79.8%
-81.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.8% |
| 7D | -5.3% | -2.0% | -3.3% | -3.1% |
| 30D | +5.5% | -1.7% | +7.2% | +7.5% |
| 3M | +41.2% | +4.7% | +36.5% | +33.3% |
| 6M | +50.5% | +12.5% | +38.0% | +30.8% |
| YTD | +14.1% | +11.7% | +2.4% | +0.3% |
| 1Y | +39.9% | +17.5% | +22.5% | +16.1% |
| 3Y | +20.5% | +76.6% | -56.1% | -37.6% |
| 5Y | -1.2% | +82.0% | -83.3% | -50.7% |
| All | -1.2% | +79.8% | -81.0% | -50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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