+236.7%
IQV vs TD
+306.3%
-69.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.3% |
| 7D | -2.2% | -0.5% | -1.7% | -1.9% |
| 30D | +8.3% | -1.9% | +10.2% | +9.5% |
| 3M | +44.6% | +4.8% | +39.8% | +39.5% |
| 6M | +52.6% | +28.0% | +24.6% | +28.6% |
| YTD | +16.1% | +30.3% | -14.2% | -3.5% |
| 1Y | +37.3% | +59.8% | -22.5% | -0.6% |
| 3Y | +21.6% | +124.7% | -103.1% | -30.7% |
| 5Y | +0.5% | +127.0% | -126.5% | -44.1% |
| All | +236.7% | +306.3% | -69.6% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 10y: compounded portfolio wealth divided by compounded TD 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…
10y analysis · Full analysis span regression · 6 months rolling