+405.5%
GH vs IQV
+98.1%
+307.4%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.7% |
| 7D | -0.2% | -2.6% | +2.4% | +1.6% |
| 30D | -2.6% | +6.2% | -8.8% | -7.0% |
| 3M | +25.1% | +38.0% | -12.9% | -3.1% |
| 6M | +78.5% | +43.9% | +34.6% | +32.3% |
| YTD | +59.4% | +14.0% | +45.4% | +38.2% |
| 1Y | +173.9% | +35.5% | +138.3% | +104.7% |
| 3Y | +382.7% | +20.3% | +362.4% | +274.3% |
| 5Y | +24.4% | -1.6% | +26.0% | +17.0% |
| All | +405.5% | +98.1% | +307.4% | +166.0% |
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