+45.5%
IQV vs TAP
-14.5%
+60.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | +2.3% | -2.3% | +4.6% | +2.7% |
| 30D | +13.4% | -2.1% | +15.6% | +13.7% |
| 3M | +43.3% | +6.6% | +36.7% | +42.5% |
| 6M | +50.5% | -11.5% | +62.0% | +50.4% |
| YTD | +18.8% | -10.3% | +29.1% | +18.2% |
| 1Y | +45.5% | -14.4% | +59.9% | +49.5% |
| All | +45.5% | -14.5% | +60.0% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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