+44.6%
SMCI vs IQV
+22.1%
+22.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.5% | +6.6% |
| 7D | +1.3% | -2.2% | +3.5% | +2.1% |
| 30D | +6.6% | +8.3% | -1.7% | +3.3% |
| 3M | +25.4% | +44.6% | -19.1% | +4.2% |
| 6M | +26.1% | +52.6% | -26.4% | +1.8% |
| YTD | +37.0% | +16.1% | +20.9% | +25.8% |
| 1Y | -8.8% | +37.3% | -46.0% | -24.0% |
| 3Y | +44.6% | +21.6% | +23.0% | +40.6% |
| All | +44.6% | +22.1% | +22.5% | +40.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling