+617.6%
SCHW vs IQV
+488.0%
+129.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -2.8% | -5.3% | +2.5% | -0.6% |
| 30D | -0.1% | +5.5% | -5.6% | -2.4% |
| 3M | +20.6% | +41.2% | -20.7% | +3.4% |
| 6M | +15.9% | +50.5% | -34.6% | -4.0% |
| YTD | +8.5% | +14.1% | -5.7% | +0.1% |
| 1Y | +17.8% | +39.9% | -22.1% | -1.2% |
| 3Y | +88.5% | +20.5% | +68.0% | +60.8% |
| 5Y | +60.6% | -1.2% | +61.9% | +47.2% |
| 10Y | +298.0% | +233.9% | +64.2% | +85.2% |
| All | +617.6% | +488.0% | +129.6% | +156.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling