+25.0%
IQV vs GDDY
-11.8%
+36.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.3% | -3.8% | -0.8% |
| 7D | -5.5% | +11.1% | -16.5% | -8.6% |
| 30D | -0.9% | +18.6% | -19.5% | -6.3% |
| 3M | +15.6% | +32.8% | -17.2% | +4.1% |
| 6M | +63.9% | +34.0% | +29.9% | +44.7% |
| YTD | +17.0% | -4.6% | +21.7% | +20.4% |
| 1Y | +25.0% | -12.5% | +37.5% | +35.0% |
| All | +25.0% | -11.8% | +36.9% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GDDY.
Daily Out/Under-Performance
Portfolio return minus GDDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDDY 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 GDDY 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