+1,331.8%
GLW vs IQV
+511.9%
+819.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.4% | +7.1% | +6.2% |
| 7D | +3.8% | +2.3% | +1.5% | +2.9% |
| 30D | -1.3% | +13.4% | -14.8% | -5.8% |
| 3M | -21.8% | +43.3% | -65.1% | -33.2% |
| 6M | +6.9% | +50.5% | -43.6% | -11.9% |
| YTD | +77.2% | +18.8% | +58.4% | +58.9% |
| 1Y | +123.2% | +45.5% | +77.8% | +82.2% |
| 3Y | +400.0% | +19.4% | +380.6% | +326.3% |
| 5Y | +342.8% | +1.7% | +341.1% | +296.9% |
| 10Y | +771.4% | +247.9% | +523.5% | +344.3% |
| All | +1,331.8% | +511.9% | +819.8% | +514.3% |
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