+241.2%
SU vs IQV
+488.0%
-246.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.3% | -0.2% |
| 7D | +1.7% | -5.3% | +6.9% | +3.3% |
| 30D | +9.6% | +5.5% | +4.1% | +7.7% |
| 3M | +11.7% | +41.2% | -29.5% | -0.7% |
| 6M | +21.9% | +50.5% | -28.6% | +4.9% |
| YTD | +58.6% | +14.1% | +44.5% | +48.4% |
| 1Y | +66.5% | +39.9% | +26.6% | +44.0% |
| 3Y | +121.4% | +20.5% | +100.9% | +92.9% |
| 5Y | +355.7% | -1.2% | +356.9% | +318.4% |
| 10Y | +264.2% | +233.9% | +30.3% | +112.7% |
| All | +241.2% | +488.0% | -246.8% | +79.7% |
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