-18.0%
GIS vs IQV
+46.0%
-64.0%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -2.3% |
| 7D | -7.8% | +2.3% | -10.1% | -8.1% |
| 30D | +6.6% | +13.4% | -6.9% | +5.1% |
| 3M | +21.0% | +43.3% | -22.3% | +16.9% |
| 6M | -9.1% | +50.5% | -59.6% | -12.4% |
| YTD | -13.6% | +18.8% | -32.4% | -18.3% |
| 1Y | -18.0% | +45.5% | -63.5% | -25.5% |
| All | -18.0% | +46.0% | -64.0% | -25.5% |
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 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