+275.8%
GDX vs IQV
+511.9%
-236.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -1.9% |
| 7D | -0.4% | +2.3% | -2.7% | -0.8% |
| 30D | +18.6% | +13.4% | +5.2% | +16.0% |
| 3M | +14.9% | +43.3% | -28.4% | +7.1% |
| 6M | -6.3% | +50.5% | -56.8% | -13.8% |
| YTD | +15.7% | +18.8% | -3.1% | +10.9% |
| 1Y | +54.8% | +45.5% | +9.4% | +42.6% |
| 3Y | +253.4% | +19.4% | +234.1% | +233.0% |
| 5Y | +219.7% | +1.7% | +217.9% | +205.9% |
| 10Y | +300.2% | +247.9% | +52.3% | +214.0% |
| All | +275.8% | +511.9% | -236.1% | +191.3% |
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