+515.6%
IQV vs GRMN
+1,051.6%
-536.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -3.0% |
| 7D | +0.3% | +0.2% | +0.1% | +0.3% |
| 30D | +8.6% | -11.3% | +19.9% | +14.2% |
| 3M | +41.1% | +17.7% | +23.4% | +30.6% |
| 6M | +48.6% | +14.2% | +34.4% | +38.7% |
| YTD | +15.0% | +37.0% | -22.0% | -1.1% |
| 1Y | +38.1% | +17.0% | +21.1% | +26.6% |
| 3Y | +21.4% | +183.2% | -161.8% | -27.8% |
| 5Y | -1.0% | +77.3% | -78.3% | -29.2% |
| 10Y | +233.0% | +630.9% | -397.9% | +49.6% |
| All | +515.6% | +1,051.6% | -536.0% | +142.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling