+161.3%
SLV vs IQV
+511.9%
-350.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -1.0% |
| 7D | -0.3% | +2.3% | -2.6% | -0.7% |
| 30D | +6.7% | +13.4% | -6.7% | +4.6% |
| 3M | -10.7% | +43.3% | -54.0% | -16.0% |
| 6M | -20.6% | +50.5% | -71.1% | -26.3% |
| YTD | -7.1% | +18.8% | -25.9% | -10.3% |
| 1Y | +62.0% | +45.5% | +16.5% | +51.4% |
| 3Y | +169.8% | +19.4% | +150.5% | +156.6% |
| 5Y | +161.5% | +1.7% | +159.7% | +151.7% |
| 10Y | +224.4% | +247.9% | -23.5% | +165.4% |
| All | +161.3% | +511.9% | -350.6% | +106.1% |
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