+2,941.1%
SHOP vs IQV
+236.7%
+2,704.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.3% | -0.2% |
| 7D | -13.2% | -5.3% | -7.9% | -9.7% |
| 30D | -17.0% | +5.5% | -22.6% | -20.1% |
| 3M | +17.0% | +41.2% | -24.2% | -9.2% |
| 6M | -2.1% | +50.5% | -52.7% | -28.7% |
| YTD | -21.4% | +14.1% | -35.5% | -30.6% |
| 1Y | -11.0% | +39.9% | -50.9% | -32.9% |
| 3Y | +100.9% | +20.5% | +80.4% | +56.4% |
| 5Y | -14.7% | -1.2% | -13.5% | -20.3% |
| All | +2,941.1% | +236.7% | +2,704.3% | +1,099.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling