+181.6%
SE vs IQV
+20.0%
+161.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -1.0% |
| 7D | -4.8% | -5.3% | +0.5% | -3.6% |
| 30D | -18.1% | +5.5% | -23.6% | -19.2% |
| 3M | +30.6% | +41.2% | -10.6% | +20.5% |
| 6M | +20.8% | +50.5% | -29.8% | +9.6% |
| YTD | -15.6% | +14.1% | -29.7% | -18.9% |
| 1Y | -44.2% | +39.9% | -84.1% | -48.9% |
| All | +181.6% | +20.0% | +161.6% | +182.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling