+25.0%
IQV vs GPC
+6.5%
+18.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.3% | 0.0% |
| 7D | -5.5% | +4.1% | -9.6% | -6.4% |
| 30D | -0.9% | +0.1% | -1.0% | -1.0% |
| 3M | +15.6% | -3.9% | +19.5% | +16.6% |
| 6M | +63.9% | +24.4% | +39.5% | +54.7% |
| YTD | +17.0% | +5.7% | +11.3% | +10.0% |
| 1Y | +25.0% | +6.8% | +18.3% | +16.9% |
| All | +25.0% | +6.5% | +18.6% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 1y: compounded portfolio wealth divided by compounded GPC 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…
1y analysis · Full analysis span regression · 6 months rolling