+78.2%
SYF vs IQV
-1.9%
+80.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | -5.5% | -5.3% | -0.3% | -3.4% |
| 30D | -3.9% | +5.5% | -9.4% | -6.1% |
| 3M | +8.9% | +41.2% | -32.3% | -6.8% |
| 6M | +16.2% | +50.5% | -34.3% | -4.2% |
| YTD | -8.4% | +14.1% | -22.6% | -15.4% |
| 1Y | +2.6% | +39.9% | -37.3% | -14.7% |
| 3Y | +156.4% | +20.5% | +135.9% | +120.4% |
| 5Y | +78.2% | -1.2% | +79.4% | +55.6% |
| All | +78.2% | -1.9% | +80.1% | +55.6% |
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