-7.2%
GLD vs IQV
+21.2%
-28.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.3% |
| 7D | -4.6% | -2.5% | -2.1% | -4.4% |
| 30D | -5.5% | +1.2% | -6.6% | -5.5% |
| 3M | -10.9% | +9.8% | -20.7% | -11.3% |
| 6M | -17.4% | +53.8% | -71.2% | -18.9% |
| YTD | -10.3% | +17.6% | -27.9% | -13.8% |
| 1Y | -7.2% | +18.6% | -25.8% | -11.0% |
| All | -7.2% | +21.2% | -28.4% | -11.0% |
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 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