+37.3%
IQV vs TECH
+42.2%
-4.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | -2.2% | -0.4% | -1.8% | -2.1% |
| 30D | +8.3% | 0.0% | +8.3% | +8.3% |
| 3M | +44.6% | +33.7% | +10.9% | +26.5% |
| 6M | +52.6% | +34.9% | +17.7% | +30.4% |
| YTD | +16.1% | +23.2% | -7.0% | +5.2% |
| 1Y | +37.3% | +36.3% | +1.0% | +14.2% |
| All | +37.3% | +42.2% | -4.9% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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