+510.3%
IQV vs TD
+378.7%
+131.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.3% | -0.2% |
| 7D | -2.6% | -1.9% | -0.7% | -1.5% |
| 30D | +6.2% | -1.6% | +7.8% | +7.0% |
| 3M | +38.0% | +4.6% | +33.4% | +33.7% |
| 6M | +43.9% | +26.8% | +17.1% | +23.9% |
| YTD | +14.0% | +28.3% | -14.3% | -2.7% |
| 1Y | +35.5% | +60.4% | -24.9% | +0.9% |
| 3Y | +20.3% | +125.7% | -105.4% | -27.7% |
| 5Y | -1.6% | +122.4% | -124.0% | -41.0% |
| 10Y | +233.4% | +297.1% | -63.7% | +45.8% |
| All | +510.3% | +378.7% | +131.6% | +157.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling