+244.8%
IQV vs GEN
+152.9%
+91.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.4% | -4.6% | -2.9% |
| 7D | -2.5% | +2.0% | -4.5% | -3.1% |
| 30D | +1.2% | +27.7% | -26.5% | -6.2% |
| 3M | +9.8% | +3.3% | +6.5% | +7.6% |
| 6M | +53.8% | +31.8% | +22.0% | +40.0% |
| YTD | +17.6% | +13.5% | +4.1% | +11.2% |
| 1Y | +18.6% | +16.0% | +2.6% | +11.4% |
| 3Y | +36.9% | +70.6% | -33.7% | +15.4% |
| 5Y | +4.1% | +32.1% | -28.0% | -8.2% |
| All | +244.8% | +152.9% | +91.9% | +141.3% |
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