+115.3%
SPOT vs IQV
-0.1%
+115.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -1.0% | +0.2% |
| 7D | -3.1% | -2.2% | -0.8% | -2.3% |
| 30D | +7.4% | +8.3% | -0.9% | +4.4% |
| 3M | +8.2% | +44.6% | -36.4% | -5.3% |
| 6M | +2.2% | +52.6% | -50.4% | -13.0% |
| YTD | -9.5% | +16.1% | -25.6% | -15.2% |
| 1Y | -23.8% | +37.3% | -61.1% | -33.5% |
| 3Y | +233.5% | +21.6% | +211.9% | +191.4% |
| All | +115.3% | -0.1% | +115.4% | +99.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling