+12.4%
GD vs IQV
+39.6%
-27.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.2% | +2.4% | -0.4% |
| 7D | -3.5% | +0.3% | -3.8% | -3.5% |
| 30D | -9.0% | +8.6% | -17.6% | -9.9% |
| 3M | +5.1% | +41.1% | -36.0% | +0.5% |
| 6M | -1.0% | +48.6% | -49.6% | -6.1% |
| YTD | +7.3% | +15.0% | -7.7% | +3.5% |
| 1Y | +12.4% | +38.1% | -25.7% | +4.7% |
| All | +12.4% | +39.6% | -27.2% | +4.7% |
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 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