-48.8%
SE vs IQV
+25.1%
-73.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.5% | +4.0% | +4.4% |
| 7D | +6.7% | -5.5% | +12.1% | +8.0% |
| 30D | -17.2% | -0.9% | -16.3% | -17.1% |
| 3M | -28.0% | +15.6% | -43.6% | -30.6% |
| 6M | -6.1% | +63.9% | -70.0% | -16.3% |
| YTD | -37.1% | +17.0% | -54.2% | -40.0% |
| 1Y | -48.8% | +25.0% | -73.8% | -49.2% |
| All | -48.8% | +25.1% | -73.9% | -49.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling