+25.6%
IQV vs TMF
-26.6%
+52.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | +4.1% | -3.4% | +7.4% | +4.6% |
| 30D | +4.7% | +11.5% | -6.8% | +2.6% |
| 3M | +12.6% | -4.5% | +17.1% | +13.3% |
| 6M | +58.2% | -15.0% | +73.2% | +62.9% |
| YTD | +21.8% | -19.9% | +41.6% | +28.2% |
| 1Y | +25.6% | -26.6% | +52.2% | +36.0% |
| All | +25.6% | -26.6% | +52.2% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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