+236.7%
IQV vs GEN
+159.8%
+76.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.8% | +1.4% |
| 7D | -2.2% | -1.3% | -1.0% | -1.9% |
| 30D | +8.3% | +6.1% | +2.2% | +6.3% |
| 3M | +44.6% | +27.0% | +17.6% | +34.7% |
| 6M | +52.6% | +43.9% | +8.7% | +36.2% |
| YTD | +16.1% | +13.0% | +3.2% | +11.1% |
| 1Y | +37.3% | +4.0% | +33.3% | +34.3% |
| 3Y | +21.6% | +66.2% | -44.6% | +4.2% |
| 5Y | +0.5% | +23.2% | -22.7% | -9.0% |
| All | +236.7% | +159.8% | +76.9% | +141.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling