+163.1%
GH vs IQV
+46.0%
+117.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.7% |
| 7D | -0.1% | +2.3% | -2.4% | -0.8% |
| 30D | -1.1% | +13.4% | -14.5% | -5.1% |
| 3M | +21.3% | +43.3% | -22.0% | +6.1% |
| 6M | +73.5% | +50.5% | +23.0% | +48.2% |
| YTD | +58.0% | +18.8% | +39.2% | +42.2% |
| 1Y | +163.1% | +45.5% | +117.6% | +127.3% |
| All | +163.1% | +46.0% | +117.1% | +127.3% |
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 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