-1.2%
IQV vs GRMN
+73.8%
-75.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -5.3% | -1.8% | -3.5% | -4.5% |
| 30D | +5.5% | -12.1% | +17.6% | +11.6% |
| 3M | +41.2% | +18.0% | +23.3% | +30.1% |
| 6M | +50.5% | +13.7% | +36.8% | +40.2% |
| YTD | +14.1% | +35.3% | -21.2% | -2.2% |
| 1Y | +39.9% | +17.2% | +22.7% | +27.3% |
| 3Y | +20.5% | +179.6% | -159.1% | -35.4% |
| 5Y | -1.2% | +75.6% | -76.8% | -35.4% |
| All | -1.2% | +73.8% | -75.1% | -35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling