-63.2%
SPCH vs IQV
+44.9%
-108.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +0.5% | -8.0% | -7.7% |
| 7D | -13.4% | -5.5% | -7.9% | -12.2% |
| 30D | -39.6% | -0.9% | -38.8% | -39.4% |
| 3M | -1.4% | +15.6% | -17.0% | -4.1% |
| All | -63.2% | +44.9% | -108.0% | -69.1% |
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 · Available span rolling