+226.8%
SOXX vs IQV
+22.1%
+204.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.1% | +1.4% |
| 7D | +1.4% | -2.2% | +3.6% | +1.9% |
| 30D | -3.6% | +8.3% | -11.9% | -5.6% |
| 3M | -10.2% | +44.6% | -54.7% | -20.5% |
| 6M | +54.2% | +52.6% | +1.7% | +32.5% |
| YTD | +75.2% | +16.1% | +59.1% | +66.9% |
| 1Y | +107.5% | +37.3% | +70.2% | +82.9% |
| 3Y | +226.8% | +21.6% | +205.2% | +189.9% |
| All | +226.8% | +22.1% | +204.7% | +189.9% |
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