+96.2%
SMH vs IQV
+46.0%
+50.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.4% | +4.0% | +2.6% |
| 7D | +2.5% | +2.3% | +0.2% | +2.5% |
| 30D | -0.5% | +13.4% | -13.9% | -0.5% |
| 3M | -9.6% | +43.3% | -52.9% | -11.1% |
| 6M | +42.1% | +50.5% | -8.5% | +38.0% |
| YTD | +57.4% | +18.8% | +38.7% | +63.2% |
| 1Y | +96.2% | +45.5% | +50.8% | +92.2% |
| All | +96.2% | +46.0% | +50.3% | +92.2% |
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