+45.5%
IQV vs GAP
+1.5%
+44.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.5% |
| 7D | +2.3% | -4.5% | +6.8% | +3.1% |
| 30D | +13.4% | +9.0% | +4.4% | +11.3% |
| 3M | +43.3% | +5.0% | +38.3% | +41.4% |
| 6M | +50.5% | -17.8% | +68.3% | +55.4% |
| YTD | +18.8% | -10.4% | +29.2% | +20.4% |
| 1Y | +45.5% | -3.4% | +48.8% | +44.5% |
| All | +45.5% | +1.5% | +44.0% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 1y: compounded portfolio wealth divided by compounded GAP 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…
1y analysis · Full analysis span regression · 6 months rolling