+236.7%
IQV vs GPC
+86.4%
+150.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.9% |
| 7D | -2.2% | -3.2% | +0.9% | -0.7% |
| 30D | +8.3% | +0.5% | +7.8% | +7.9% |
| 3M | +44.6% | +31.7% | +12.8% | +25.2% |
| 6M | +52.6% | +24.7% | +27.8% | +35.1% |
| YTD | +16.1% | +11.8% | +4.4% | +7.2% |
| 1Y | +37.3% | -3.0% | +40.2% | +36.2% |
| 3Y | +21.6% | -1.1% | +22.7% | +15.4% |
| 5Y | +0.5% | +30.5% | -30.0% | -18.8% |
| All | +236.7% | +86.4% | +150.3% | +106.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling