+1,770.3%
SMCI vs IQV
+242.6%
+1,527.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.5% | +6.4% |
| 7D | +1.3% | -2.2% | +3.5% | +2.4% |
| 30D | +6.6% | +8.3% | -1.7% | +2.2% |
| 3M | +25.4% | +44.6% | -19.1% | -0.1% |
| 6M | +26.1% | +52.6% | -26.4% | -2.8% |
| YTD | +37.0% | +16.1% | +20.9% | +21.3% |
| 1Y | -8.8% | +37.3% | -46.0% | -26.8% |
| 3Y | +44.6% | +21.6% | +23.0% | +21.4% |
| 5Y | +995.9% | +0.5% | +995.4% | +898.5% |
| All | +1,770.3% | +242.6% | +1,527.7% | +847.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling