+2.4%
IQV vs TENB
-35.4%
+37.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.0% | +7.7% | +3.3% |
| 7D | -2.2% | -12.1% | +9.8% | +1.0% |
| 30D | +8.3% | -18.6% | +26.9% | +13.4% |
| 3M | +44.6% | +12.1% | +32.5% | +36.0% |
| 6M | +52.6% | +46.8% | +5.8% | +30.7% |
| YTD | +16.1% | +28.0% | -11.8% | +3.3% |
| 1Y | +37.3% | -1.4% | +38.7% | +31.7% |
| 3Y | +21.6% | -33.9% | +55.5% | +27.6% |
| All | +2.4% | -35.4% | +37.9% | +2.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling