+232.7%
GLW vs IQV
+4.0%
+228.7%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.2% | -2.1% | -3.9% |
| 7D | +7.7% | -2.5% | +10.2% | +8.2% |
| 30D | -18.8% | +1.2% | -20.0% | -19.0% |
| 3M | -27.7% | +9.8% | -37.5% | -29.1% |
| 6M | -44.4% | +53.8% | -98.2% | -50.4% |
| YTD | +31.3% | +17.6% | +13.7% | +25.5% |
| 1Y | +40.0% | +18.6% | +21.5% | +33.5% |
| 3Y | +339.2% | +36.9% | +302.3% | +281.3% |
| All | +232.7% | +4.0% | +228.7% | +204.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling