+58.7%
SLB vs IQV
+36.0%
+22.7%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.8% |
| 7D | -2.4% | -5.3% | +2.8% | -2.3% |
| 30D | +4.9% | +5.5% | -0.6% | +4.7% |
| 3M | +1.4% | +41.2% | -39.8% | -1.0% |
| 6M | +17.6% | +50.5% | -32.9% | +13.9% |
| YTD | +48.3% | +14.1% | +34.2% | +49.2% |
| 1Y | +58.7% | +39.9% | +18.7% | +53.3% |
| All | +58.7% | +36.0% | +22.7% | +53.3% |
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