+2.4%
IQV vs GFI
+524.1%
-521.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +3.0% | +1.8% |
| 7D | -2.2% | -4.9% | +2.6% | -1.9% |
| 30D | +8.3% | +10.7% | -2.4% | +7.5% |
| 3M | +44.6% | +25.6% | +18.9% | +42.1% |
| 6M | +52.6% | -8.3% | +60.8% | +52.9% |
| YTD | +16.1% | +6.3% | +9.8% | +14.9% |
| 1Y | +37.3% | +22.1% | +15.2% | +34.0% |
| 3Y | +21.6% | +289.2% | -267.6% | +5.1% |
| All | +2.4% | +524.1% | -521.7% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 5y: compounded portfolio wealth divided by compounded GFI 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…
5y analysis · Full analysis span regression · 6 months rolling