+236.7%
IQV vs GAP
+31.2%
+205.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.9% | -1.1% | +1.2% |
| 7D | -2.2% | -4.1% | +1.9% | -1.5% |
| 30D | +8.3% | +6.2% | +2.1% | +6.8% |
| 3M | +44.6% | -0.7% | +45.3% | +44.2% |
| 6M | +52.6% | -7.1% | +59.7% | +53.1% |
| YTD | +16.1% | -14.1% | +30.2% | +17.9% |
| 1Y | +37.3% | -8.5% | +45.8% | +37.2% |
| 3Y | +21.6% | +115.4% | -93.8% | -3.5% |
| 5Y | +0.5% | +9.8% | -9.3% | -13.5% |
| All | +236.7% | +31.2% | +205.5% | +126.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling