+3,254.7%
SMH vs IQV
+488.0%
+2,766.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.6% | -2.5% |
| 7D | +1.4% | -5.3% | +6.7% | +3.9% |
| 30D | -2.2% | +5.5% | -7.7% | -4.9% |
| 3M | -1.9% | +41.2% | -43.1% | -19.2% |
| 6M | +41.0% | +50.5% | -9.5% | +10.8% |
| YTD | +55.6% | +14.1% | +41.4% | +39.3% |
| 1Y | +86.8% | +39.9% | +46.9% | +49.0% |
| 3Y | +277.7% | +20.5% | +257.2% | +211.8% |
| 5Y | +324.2% | -1.2% | +325.4% | +286.6% |
| 10Y | +1,828.6% | +233.9% | +1,594.7% | +856.9% |
| All | +3,254.7% | +488.0% | +2,766.7% | +1,329.3% |
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