+236.7%
IQV vs GRMN
+677.8%
-441.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.2% | -2.5% | -0.4% |
| 7D | -2.2% | +2.4% | -4.7% | -3.4% |
| 30D | +8.3% | -8.5% | +16.8% | +13.1% |
| 3M | +44.6% | +19.5% | +25.1% | +30.9% |
| 6M | +52.6% | +21.2% | +31.4% | +36.2% |
| YTD | +16.1% | +41.0% | -24.9% | -4.6% |
| 1Y | +37.3% | +19.6% | +17.7% | +22.1% |
| 3Y | +21.6% | +183.8% | -162.2% | -37.5% |
| 5Y | +0.5% | +83.0% | -82.5% | -34.5% |
| All | +236.7% | +677.8% | -441.0% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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