+79.9%
IQV vs GLXY
+7.0%
+72.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.0% | +6.2% | -0.4% |
| 7D | -2.6% | +4.5% | -7.1% | -3.0% |
| 30D | +6.2% | +28.8% | -22.6% | +4.2% |
| 3M | +38.0% | -23.0% | +61.0% | +41.2% |
| 6M | +43.9% | +17.0% | +26.9% | +37.7% |
| YTD | +14.0% | +12.5% | +1.5% | +8.8% |
| 1Y | +35.5% | -5.4% | +40.9% | +29.6% |
| All | +79.9% | +7.0% | +72.9% | +70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 3y: compounded portfolio wealth divided by compounded GLXY 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…
3y analysis · Full analysis span regression · 6 months rolling