+553.4%
IQV vs SUI
+263.8%
+289.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.9% |
| 7D | +4.8% | +3.4% | +1.4% | +3.0% |
| 30D | +5.9% | +4.6% | +1.3% | +3.1% |
| 3M | +13.7% | +1.6% | +12.1% | +12.1% |
| 6M | +54.0% | -3.5% | +57.4% | +55.6% |
| YTD | +22.1% | -1.0% | +23.1% | +21.4% |
| 1Y | +29.1% | -1.7% | +30.9% | +28.9% |
| 3Y | +40.4% | +18.4% | +22.0% | +25.4% |
| 5Y | +9.1% | -26.3% | +35.5% | +21.5% |
| 10Y | +251.2% | +123.3% | +127.9% | +168.3% |
| All | +553.4% | +263.8% | +289.6% | +356.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling