+490.5%
SHW vs IQV
+492.3%
-1.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -1.1% |
| 7D | -1.2% | +0.3% | -1.5% | -1.3% |
| 30D | -11.6% | +8.6% | -20.2% | -14.4% |
| 3M | +9.1% | +41.1% | -32.0% | -4.8% |
| 6M | -0.7% | +48.6% | -49.2% | -15.9% |
| YTD | +1.4% | +15.0% | -13.6% | -6.2% |
| 1Y | -12.3% | +38.1% | -50.4% | -25.0% |
| 3Y | +23.4% | +21.4% | +2.0% | +6.9% |
| 5Y | +15.0% | -1.0% | +16.0% | +6.7% |
| 10Y | +278.3% | +233.0% | +45.3% | +106.1% |
| All | +490.5% | +492.3% | -1.8% | +171.2% |
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 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