+517.6%
SPMO vs IQV
+242.6%
+275.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | 0.0% |
| 7D | -0.9% | -2.2% | +1.3% | -0.2% |
| 30D | -1.9% | +8.3% | -10.2% | -4.6% |
| 3M | -1.4% | +44.6% | -45.9% | -14.4% |
| 6M | +25.5% | +52.6% | -27.1% | +5.7% |
| YTD | +24.8% | +16.1% | +8.7% | +15.3% |
| 1Y | +24.5% | +37.3% | -12.8% | +7.2% |
| 3Y | +157.1% | +21.6% | +135.6% | +123.3% |
| 5Y | +149.5% | +0.5% | +149.0% | +129.8% |
| All | +517.6% | +242.6% | +275.0% | +268.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling