+37.3%
IQV vs GDDY
-32.7%
+70.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | 0.0% | +1.2% |
| 7D | -2.2% | -3.2% | +1.0% | -1.3% |
| 30D | +8.3% | +6.8% | +1.5% | +5.6% |
| 3M | +44.6% | +30.5% | +14.1% | +31.0% |
| 6M | +52.6% | +13.3% | +39.2% | +43.7% |
| YTD | +16.1% | -21.0% | +37.1% | +17.4% |
| 1Y | +37.3% | -34.0% | +71.3% | +32.0% |
| All | +37.3% | -32.7% | +70.0% | +32.0% |
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