+185.7%
GS vs IQV
+2.2%
+183.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.5% |
| 7D | +0.9% | +2.3% | -1.4% | +0.3% |
| 30D | -1.6% | +13.4% | -15.0% | -5.3% |
| 3M | -4.5% | +43.3% | -47.8% | -15.6% |
| 6M | +20.9% | +50.5% | -29.7% | +4.2% |
| YTD | +19.9% | +18.8% | +1.1% | +11.7% |
| 1Y | +41.4% | +45.5% | -4.1% | +21.5% |
| 3Y | +239.2% | +19.4% | +219.8% | +205.6% |
| All | +185.7% | +2.2% | +183.5% | +155.7% |
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