+515.6%
IQV vs GSK
+83.3%
+432.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.7% | -0.5% | -1.9% |
| 7D | +0.3% | -4.2% | +4.5% | +2.4% |
| 30D | +8.6% | -7.5% | +16.1% | +12.5% |
| 3M | +41.1% | -3.3% | +44.4% | +43.1% |
| 6M | +48.6% | -9.3% | +57.9% | +54.7% |
| YTD | +15.0% | +1.6% | +13.4% | +12.1% |
| 1Y | +38.1% | +25.5% | +12.6% | +20.8% |
| 3Y | +21.4% | +49.3% | -27.9% | -4.9% |
| 5Y | -1.0% | +46.7% | -47.7% | -23.9% |
| 10Y | +233.0% | +76.8% | +156.2% | +130.2% |
| All | +515.6% | +83.3% | +432.2% | +308.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling