+113.8%
SYY vs IQV
+242.6%
-128.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +0.5% |
| 7D | +3.9% | -2.2% | +6.2% | +4.7% |
| 30D | -1.7% | +8.3% | -10.0% | -4.5% |
| 3M | +5.2% | +44.6% | -39.4% | -8.2% |
| 6M | -0.2% | +52.6% | -52.8% | -15.4% |
| YTD | +15.4% | +16.1% | -0.8% | +6.8% |
| 1Y | +5.6% | +37.3% | -31.7% | -8.9% |
| 3Y | +28.9% | +21.6% | +7.3% | +11.3% |
| 5Y | +24.1% | +0.5% | +23.6% | +13.4% |
| All | +113.8% | +242.6% | -128.7% | +14.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling