+233.4%
IQV vs SUI
+104.7%
+128.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.1% |
| 7D | -2.6% | -4.3% | +1.7% | -0.3% |
| 30D | +6.2% | -2.1% | +8.3% | +7.3% |
| 3M | +38.0% | -6.1% | +44.1% | +42.7% |
| 6M | +43.9% | -12.8% | +56.7% | +54.4% |
| YTD | +14.0% | -4.6% | +18.6% | +16.2% |
| 1Y | +35.5% | -7.7% | +43.2% | +40.4% |
| 3Y | +20.3% | +10.9% | +9.4% | +10.0% |
| 5Y | -1.6% | -32.4% | +30.8% | +16.6% |
| 10Y | +233.4% | +105.7% | +127.8% | +186.8% |
| All | +233.4% | +104.7% | +128.7% | +186.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling