+52.4%
GEV vs IQV
+25.1%
+27.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.5% | -9.8% | -9.2% |
| 7D | -5.1% | -5.5% | +0.3% | -6.0% |
| 30D | -15.8% | -0.9% | -15.0% | -15.9% |
| 3M | -18.2% | +15.6% | -33.8% | -16.4% |
| 6M | -22.4% | +63.9% | -86.3% | -19.4% |
| YTD | +27.7% | +17.0% | +10.7% | +29.8% |
| 1Y | +52.4% | +25.0% | +27.3% | +56.8% |
| All | +52.4% | +25.1% | +27.3% | +56.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling