+9.7%
IQV vs FGI
-69.8%
+79.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.9% | -5.1% | -3.2% |
| 7D | +0.3% | +5.2% | -4.8% | +0.3% |
| 30D | +8.6% | +65.2% | -56.6% | +6.8% |
| 3M | +41.1% | +30.2% | +10.9% | +39.2% |
| 6M | +48.6% | +87.8% | -39.3% | +43.7% |
| YTD | +15.0% | +32.5% | -17.5% | +12.1% |
| 1Y | +38.1% | +93.6% | -55.5% | +31.0% |
| 3Y | +21.4% | -2.6% | +24.0% | +15.8% |
| All | +9.7% | -69.8% | +79.5% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 10y: compounded portfolio wealth divided by compounded FGI 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…
10y analysis · Full analysis span regression · 6 months rolling