-2.7%
SMCI vs IQV
+46.0%
-48.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.4% | +6.0% | +4.7% |
| 7D | +6.8% | +2.3% | +4.5% | +6.4% |
| 30D | +30.6% | +13.4% | +17.1% | +28.3% |
| 3M | -15.6% | +43.3% | -58.9% | -22.5% |
| 6M | +21.3% | +50.5% | -29.3% | +8.5% |
| YTD | +35.3% | +18.8% | +16.5% | +30.1% |
| 1Y | -2.7% | +45.5% | -48.2% | -18.1% |
| All | -2.7% | +46.0% | -48.7% | -18.1% |
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 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