+215.1%
GDXJ vs IQV
+242.6%
-27.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.7% | +0.6% |
| 7D | -2.8% | -2.2% | -0.6% | -2.2% |
| 30D | +5.0% | +8.3% | -3.3% | +2.8% |
| 3M | +24.1% | +44.6% | -20.5% | +11.4% |
| 6M | -7.4% | +52.6% | -59.9% | -18.5% |
| YTD | +10.2% | +16.1% | -5.9% | +4.2% |
| 1Y | +42.5% | +37.3% | +5.3% | +28.0% |
| 3Y | +285.7% | +21.6% | +264.1% | +249.9% |
| 5Y | +231.9% | +0.5% | +231.4% | +213.7% |
| All | +215.1% | +242.6% | -27.5% | +109.5% |
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 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