+45.5%
IQV vs GEN
+5.4%
+40.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -0.5% |
| 7D | +2.3% | -1.2% | +3.5% | +2.8% |
| 30D | +13.4% | +10.1% | +3.3% | +8.5% |
| 3M | +43.3% | +16.1% | +27.2% | +33.6% |
| 6M | +50.5% | +38.9% | +11.7% | +30.6% |
| YTD | +18.8% | +14.4% | +4.4% | +12.4% |
| 1Y | +45.5% | +5.9% | +39.6% | +39.8% |
| All | +45.5% | +5.4% | +40.0% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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