+21.4%
IQV vs THC
+253.4%
-232.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.3% | -0.9% | -2.9% |
| 7D | +0.3% | -2.6% | +2.9% | +0.7% |
| 30D | +8.6% | -1.2% | +9.8% | +8.7% |
| 3M | +41.1% | +58.9% | -17.8% | +34.0% |
| 6M | +48.6% | +9.3% | +39.2% | +46.5% |
| YTD | +15.0% | +30.4% | -15.4% | +11.1% |
| 1Y | +38.1% | +34.6% | +3.5% | +32.5% |
| 3Y | +21.4% | +246.7% | -225.3% | -16.1% |
| All | +21.4% | +253.4% | -232.0% | -16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 3y: compounded portfolio wealth divided by compounded THC 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…
3y analysis · Full analysis span regression · 6 months rolling