+28.7%
SPMO vs IQV
+46.0%
-17.3%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +1.5% |
| 7D | +2.0% | +2.3% | -0.3% | +2.0% |
| 30D | -0.4% | +13.4% | -13.8% | -0.2% |
| 3M | -1.9% | +43.3% | -45.2% | -2.4% |
| 6M | +25.0% | +50.5% | -25.5% | +23.3% |
| YTD | +26.0% | +18.8% | +7.2% | +27.1% |
| 1Y | +28.7% | +45.5% | -16.8% | +28.6% |
| All | +28.7% | +46.0% | -17.3% | +28.6% |
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