+93.8%
GD vs IQV
+9.4%
+84.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.3% | -1.1% |
| 7D | -5.0% | +1.7% | -6.7% | -5.3% |
| 30D | +8.9% | +5.3% | +3.6% | +7.8% |
| 3M | -8.0% | +17.0% | -25.0% | -10.8% |
| 6M | +2.9% | +54.0% | -51.1% | -5.7% |
| YTD | +7.1% | +20.6% | -13.5% | +2.1% |
| 1Y | +5.9% | +28.9% | -23.0% | -0.4% |
| 3Y | +53.9% | +37.0% | +16.8% | +39.7% |
| All | +93.8% | +9.4% | +84.5% | +79.5% |
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