+961.0%
GLW vs IQV
+505.9%
+455.2%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.2% | -2.1% | -3.5% |
| 7D | +7.7% | -2.5% | +10.2% | +8.8% |
| 30D | -18.8% | +1.2% | -20.0% | -19.2% |
| 3M | -27.7% | +9.8% | -37.5% | -30.5% |
| 6M | -44.4% | +53.8% | -98.2% | -54.5% |
| YTD | +31.3% | +17.6% | +13.7% | +17.7% |
| 1Y | +40.0% | +18.6% | +21.5% | +25.1% |
| 3Y | +339.2% | +36.9% | +302.3% | +249.1% |
| 5Y | +229.2% | +4.1% | +225.1% | +190.6% |
| 10Y | +528.4% | +243.7% | +284.6% | +220.7% |
| All | +961.0% | +505.9% | +455.2% | +354.9% |
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