+92.7%
SLV vs IQV
+6.5%
+86.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.0% | -3.1% |
| 7D | -3.9% | +2.4% | -6.2% | -4.2% |
| 30D | -15.6% | +4.0% | -19.6% | -16.2% |
| 3M | -23.6% | +12.2% | -35.8% | -25.0% |
| 6M | -42.6% | +54.9% | -97.4% | -46.8% |
| YTD | -30.0% | +20.3% | -50.2% | -32.5% |
| 1Y | -6.6% | +22.7% | -29.4% | -10.3% |
| 3Y | +121.8% | +38.3% | +83.5% | +107.2% |
| 5Y | +92.7% | +6.5% | +86.2% | +84.7% |
| All | +92.7% | +6.5% | +86.2% | +84.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling