-1.2%
IQV vs GSK
+47.2%
-48.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.2% | +0.5% |
| 7D | -5.3% | -5.4% | +0.1% | -3.4% |
| 30D | +5.5% | -4.6% | +10.1% | +7.2% |
| 3M | +41.2% | -5.1% | +46.4% | +43.7% |
| 6M | +50.5% | -11.4% | +62.0% | +56.4% |
| YTD | +14.1% | +0.7% | +13.4% | +12.2% |
| 1Y | +39.9% | +23.0% | +16.9% | +27.1% |
| 3Y | +20.5% | +48.0% | -27.5% | +1.0% |
| 5Y | -1.2% | +48.2% | -49.4% | -19.8% |
| All | -1.2% | +47.2% | -48.5% | -19.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling