+535.9%
IQV vs GEN
+253.4%
+282.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -0.8% |
| 7D | +2.3% | -1.2% | +3.5% | +2.7% |
| 30D | +13.4% | +10.1% | +3.3% | +10.3% |
| 3M | +43.3% | +16.1% | +27.2% | +37.3% |
| 6M | +50.5% | +38.9% | +11.7% | +36.5% |
| YTD | +18.8% | +14.4% | +4.4% | +13.5% |
| 1Y | +45.5% | +5.9% | +39.6% | +41.8% |
| 3Y | +19.4% | +58.8% | -39.4% | +4.1% |
| 5Y | +1.7% | +24.7% | -22.9% | -7.7% |
| 10Y | +247.9% | +163.1% | +84.9% | +156.0% |
| All | +535.9% | +253.4% | +282.4% | +347.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling