+5.3%
SLB vs IQV
+492.3%
-487.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | +0.5% |
| 7D | +0.4% | +0.3% | +0.1% | +0.2% |
| 30D | +13.6% | +8.6% | +5.0% | +10.0% |
| 3M | +1.5% | +41.1% | -39.6% | -12.4% |
| 6M | +23.0% | +48.6% | -25.5% | +2.7% |
| YTD | +51.2% | +15.0% | +36.2% | +38.8% |
| 1Y | +63.5% | +38.1% | +25.4% | +38.2% |
| 3Y | +2.5% | +21.4% | -18.9% | -12.1% |
| 5Y | +139.2% | -1.0% | +140.2% | +116.3% |
| 10Y | -4.8% | +233.0% | -237.7% | -46.9% |
| All | +5.3% | +492.3% | -487.1% | -48.1% |
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 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