+888.1%
SPGI vs IQV
+511.9%
+376.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -0.9% |
| 7D | +0.1% | +2.3% | -2.2% | -0.9% |
| 30D | +8.4% | +13.4% | -5.0% | +2.3% |
| 3M | +11.8% | +43.3% | -31.4% | -6.4% |
| 6M | +5.7% | +50.5% | -44.8% | -14.4% |
| YTD | -9.7% | +18.8% | -28.5% | -18.4% |
| 1Y | -12.5% | +45.5% | -57.9% | -28.7% |
| 3Y | +21.8% | +19.4% | +2.5% | +3.5% |
| 5Y | +8.2% | +1.7% | +6.5% | -1.7% |
| 10Y | +309.5% | +247.9% | +61.6% | +99.5% |
| All | +888.1% | +511.9% | +376.2% | +302.1% |
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 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