+39.9%
IQV vs TAP
-18.4%
+58.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -5.3% | -5.3% | 0.0% | -4.3% |
| 30D | +5.5% | -7.4% | +12.9% | +6.8% |
| 3M | +41.2% | -4.9% | +46.2% | +42.3% |
| 6M | +50.5% | -14.2% | +64.7% | +51.6% |
| YTD | +14.1% | -14.8% | +29.0% | +14.7% |
| 1Y | +39.9% | -18.1% | +58.0% | +43.5% |
| All | +39.9% | -18.4% | +58.3% | +43.5% |
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