+25.0%
IQV vs GSK
+14.9%
+10.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.0% | -4.6% | -0.4% |
| 7D | -5.5% | +4.9% | -10.4% | -6.2% |
| 30D | -0.9% | +9.9% | -10.7% | -2.8% |
| 3M | +15.6% | +0.2% | +15.4% | +15.3% |
| 6M | +63.9% | +2.3% | +61.6% | +63.3% |
| YTD | +17.0% | +7.1% | +10.0% | +11.9% |
| 1Y | +25.0% | +13.1% | +11.9% | +16.4% |
| All | +25.0% | +14.9% | +10.1% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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