-4.9%
SHOP vs IQV
+25.1%
-30.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.9% | +7.1% |
| 7D | -9.0% | -5.5% | -3.6% | -6.4% |
| 30D | -4.4% | -0.9% | -3.6% | -4.1% |
| 3M | +24.1% | +15.6% | +8.5% | +15.9% |
| 6M | +20.0% | +63.9% | -43.9% | -5.2% |
| YTD | -4.9% | +17.0% | -22.0% | -9.4% |
| 1Y | -4.9% | +25.0% | -30.0% | -13.3% |
| All | -4.9% | +25.1% | -30.0% | -13.3% |
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 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