+114.5%
IQV vs TENB
-9.4%
+123.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.0% | +7.7% | +3.4% |
| 7D | -2.2% | -12.1% | +9.8% | +1.2% |
| 30D | +8.3% | -18.6% | +26.9% | +13.7% |
| 3M | +44.6% | +12.1% | +32.5% | +36.2% |
| 6M | +52.6% | +46.8% | +5.8% | +31.0% |
| YTD | +16.1% | +28.0% | -11.8% | +3.5% |
| 1Y | +37.3% | -1.4% | +38.7% | +31.8% |
| 3Y | +21.6% | -33.9% | +55.5% | +28.0% |
| 5Y | +0.5% | -34.6% | +35.1% | 0.0% |
| All | +114.5% | -9.4% | +123.9% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TENB.
Daily Out/Under-Performance
Portfolio return minus TENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TENB 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 TENB 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