+30.8%
GFS vs IQV
+24.0%
+6.8%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.7% |
| 7D | +17.2% | +2.4% | +14.9% | +17.5% |
| 30D | -8.7% | +4.0% | -12.7% | -8.3% |
| 3M | -19.7% | +12.2% | -31.8% | -18.4% |
| 6M | -40.7% | +54.9% | -95.6% | -39.7% |
| YTD | +22.5% | +20.3% | +2.3% | +41.4% |
| All | +30.8% | +24.0% | +6.8% | +50.6% |
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