+545.5%
IQV vs SUI
+267.0%
+278.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.1% | +3.3% |
| 7D | +1.7% | +6.2% | -4.5% | -1.4% |
| 30D | +5.3% | +8.6% | -3.3% | +0.7% |
| 3M | +17.0% | +1.0% | +16.0% | +15.6% |
| 6M | +54.0% | -2.6% | +56.6% | +55.0% |
| YTD | +20.6% | -0.1% | +20.7% | +19.4% |
| 1Y | +28.9% | +0.5% | +28.4% | +27.3% |
| 3Y | +37.0% | +15.3% | +21.8% | +24.1% |
| 5Y | +10.0% | -26.1% | +36.1% | +22.2% |
| 10Y | +274.5% | +117.8% | +156.6% | +187.2% |
| All | +545.5% | +267.0% | +278.6% | +348.8% |
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 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