+521.6%
IQV vs GNRC
+480.3%
+41.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.9% | -1.2% | +1.0% |
| 7D | -2.2% | -0.2% | -2.0% | -2.2% |
| 30D | +8.3% | -15.7% | +24.0% | +12.7% |
| 3M | +44.6% | -27.3% | +71.9% | +54.3% |
| 6M | +52.6% | -12.1% | +64.6% | +52.5% |
| YTD | +16.1% | +37.1% | -21.0% | +1.5% |
| 1Y | +37.3% | -0.5% | +37.7% | +29.9% |
| 3Y | +21.6% | +61.5% | -40.0% | -2.9% |
| 5Y | +0.5% | -58.6% | +59.1% | +8.9% |
| 10Y | +239.7% | +446.3% | -206.6% | +79.5% |
| All | +521.6% | +480.3% | +41.4% | +210.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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