+159.4%
SLV vs IQV
+492.3%
-333.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.2% | +2.4% | -0.2% |
| 7D | +2.5% | +0.3% | +2.2% | +2.5% |
| 30D | +3.3% | +8.6% | -5.3% | +1.9% |
| 3M | -3.6% | +41.1% | -44.7% | -9.2% |
| 6M | -21.8% | +48.6% | -70.4% | -27.2% |
| YTD | -7.8% | +15.0% | -22.8% | -10.6% |
| 1Y | +58.3% | +38.1% | +20.2% | +49.2% |
| 3Y | +182.6% | +21.4% | +161.2% | +167.9% |
| 5Y | +167.8% | -1.0% | +168.8% | +158.9% |
| 10Y | +218.9% | +233.0% | -14.1% | +162.3% |
| All | +159.4% | +492.3% | -333.0% | +105.6% |
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