+59.5%
SCHW vs IQV
-0.1%
+59.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.6% |
| 7D | -1.9% | -2.2% | +0.4% | -1.2% |
| 30D | -1.6% | +8.3% | -9.9% | -4.0% |
| 3M | +21.3% | +44.6% | -23.3% | +7.9% |
| 6M | +16.5% | +52.6% | -36.1% | +1.4% |
| YTD | +8.4% | +16.1% | -7.7% | +2.1% |
| 1Y | +15.6% | +37.3% | -21.6% | +2.7% |
| 3Y | +86.8% | +21.6% | +65.3% | +67.2% |
| All | +59.5% | -0.1% | +59.6% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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