+281.8%
GE vs IQV
+492.3%
-210.6%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | +0.5% |
| 7D | +1.2% | +0.3% | +0.8% | +1.0% |
| 30D | -9.5% | +8.6% | -18.1% | -12.4% |
| 3M | +4.1% | +41.1% | -37.0% | -9.6% |
| 6M | +3.9% | +48.6% | -44.6% | -12.3% |
| YTD | +9.0% | +15.0% | -6.0% | +0.6% |
| 1Y | +21.9% | +38.1% | -16.2% | +3.8% |
| 3Y | +281.8% | +21.4% | +260.4% | +228.7% |
| 5Y | +436.7% | -1.0% | +437.8% | +393.7% |
| 10Y | +151.5% | +233.0% | -81.4% | +39.7% |
| All | +281.8% | +492.3% | -210.6% | +84.5% |
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 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