+71.2%
SU vs IQV
+46.0%
+25.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.8% |
| 7D | +3.6% | +2.3% | +1.3% | +3.7% |
| 30D | +7.9% | +13.4% | -5.6% | +8.5% |
| 3M | +3.5% | +43.3% | -39.8% | +5.5% |
| 6M | +19.0% | +50.5% | -31.6% | +21.7% |
| YTD | +55.0% | +18.8% | +36.2% | +56.7% |
| 1Y | +71.2% | +45.5% | +25.7% | +78.1% |
| All | +71.2% | +46.0% | +25.3% | +78.1% |
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 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