+575.8%
SPMO vs IQV
+268.1%
+307.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | +0.2% |
| 7D | +2.7% | -2.6% | +5.3% | +3.5% |
| 30D | +1.1% | +6.2% | -5.1% | -1.0% |
| 3M | +2.0% | +38.0% | -35.9% | -9.5% |
| 6M | +26.5% | +43.9% | -17.4% | +9.6% |
| YTD | +26.5% | +14.0% | +12.5% | +18.0% |
| 1Y | +27.9% | +35.5% | -7.6% | +11.3% |
| 3Y | +160.4% | +20.3% | +140.0% | +128.3% |
| 5Y | +151.5% | -1.6% | +153.1% | +134.0% |
| 10Y | +526.3% | +233.4% | +292.9% | +298.1% |
| All | +575.8% | +268.1% | +307.8% | +324.3% |
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