+39.9%
IQV vs GPC
+0.5%
+39.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.4% |
| 7D | -5.3% | -1.8% | -3.5% | -4.8% |
| 30D | +5.5% | +0.1% | +5.4% | +5.5% |
| 3M | +41.2% | +37.4% | +3.9% | +29.2% |
| 6M | +50.5% | +25.4% | +25.1% | +41.3% |
| YTD | +14.1% | +12.2% | +2.0% | +5.3% |
| 1Y | +39.9% | -0.3% | +40.3% | +39.5% |
| All | +39.9% | +0.5% | +39.4% | +39.5% |
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