+81.5%
IQV vs GLXY
+15.1%
+66.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.7% | -5.9% | -3.4% |
| 7D | +0.3% | +15.5% | -15.1% | -0.7% |
| 30D | +8.6% | +34.1% | -25.5% | +6.2% |
| 3M | +41.1% | -11.3% | +52.5% | +42.4% |
| 6M | +48.6% | +31.6% | +17.0% | +40.5% |
| YTD | +15.0% | +21.0% | -6.0% | +9.2% |
| 1Y | +38.1% | +11.7% | +26.4% | +29.7% |
| All | +81.5% | +15.1% | +66.4% | +70.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling