+554.9%
GD vs IQV
+528.8%
+26.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +1.9% |
| 7D | -1.9% | +4.8% | -6.7% | -3.2% |
| 30D | +10.9% | +5.9% | +5.0% | +8.9% |
| 3M | -6.8% | +13.7% | -20.5% | -10.5% |
| 6M | +7.0% | +54.0% | -46.9% | -6.9% |
| YTD | +11.1% | +22.1% | -10.9% | +2.4% |
| 1Y | +7.0% | +29.1% | -22.1% | -3.1% |
| 3Y | +59.9% | +40.4% | +19.5% | +36.0% |
| 5Y | +102.5% | +9.1% | +93.3% | +82.7% |
| 10Y | +174.0% | +251.2% | -77.2% | +58.6% |
| All | +554.9% | +528.8% | +26.1% | +237.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling