+535.9%
IQV vs SUI
+260.7%
+275.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +2.3% | -2.8% | +5.1% | +3.7% |
| 30D | +13.4% | -1.2% | +14.6% | +13.9% |
| 3M | +43.3% | -1.7% | +45.0% | +44.5% |
| 6M | +50.5% | -10.5% | +61.0% | +58.5% |
| YTD | +18.8% | -1.8% | +20.6% | +19.3% |
| 1Y | +45.5% | -4.1% | +49.5% | +47.5% |
| 3Y | +19.4% | +11.3% | +8.1% | +10.3% |
| 5Y | +1.7% | -32.1% | +33.8% | +18.0% |
| 10Y | +247.9% | +110.4% | +137.5% | +171.5% |
| All | +535.9% | +260.7% | +275.2% | +348.2% |
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