+3,737.8%
SMCI vs IQV
+488.0%
+3,249.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.0% |
| 7D | -1.3% | -5.3% | +4.0% | +1.3% |
| 30D | +18.3% | +5.5% | +12.8% | +14.7% |
| 3M | +27.7% | +41.2% | -13.5% | +2.9% |
| 6M | +17.6% | +50.5% | -32.9% | -8.7% |
| YTD | +27.7% | +14.1% | +13.6% | +13.9% |
| 1Y | -14.9% | +39.9% | -54.8% | -32.5% |
| 3Y | +33.2% | +20.5% | +12.7% | +12.1% |
| 5Y | +921.6% | -1.2% | +922.8% | +837.0% |
| 10Y | +1,672.4% | +233.9% | +1,438.6% | +729.5% |
| All | +3,737.8% | +488.0% | +3,249.8% | +1,304.5% |
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