+7,788.2%
SHOP vs IQV
+277.2%
+7,511.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -3.2% | -4.4% | -5.3% |
| 7D | -4.1% | +0.3% | -4.4% | -4.2% |
| 30D | -11.5% | +8.6% | -20.1% | -16.5% |
| 3M | +21.1% | +41.1% | -20.1% | -5.9% |
| 6M | +3.0% | +48.6% | -45.6% | -24.1% |
| YTD | -16.7% | +15.0% | -31.7% | -26.8% |
| 1Y | -8.3% | +38.1% | -46.4% | -30.1% |
| 3Y | +112.8% | +21.4% | +91.4% | +65.3% |
| 5Y | -9.3% | -1.0% | -8.2% | -15.2% |
| 10Y | +3,003.4% | +233.0% | +2,770.5% | +1,125.6% |
| All | +7,788.2% | +277.2% | +7,511.0% | +3,166.0% |
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