+153.0%
SYF vs IQV
+20.0%
+133.0%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | -5.5% | -5.3% | -0.3% | -3.8% |
| 30D | -3.9% | +5.5% | -9.4% | -5.6% |
| 3M | +8.9% | +41.2% | -32.3% | -3.9% |
| 6M | +16.2% | +50.5% | -34.3% | -0.4% |
| YTD | -8.4% | +14.1% | -22.6% | -13.6% |
| 1Y | +2.6% | +39.9% | -37.3% | -11.5% |
| All | +153.0% | +20.0% | +133.0% | +119.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling