+3.8%
IQV vs TPG
+74.1%
-70.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.1% |
| 7D | -2.2% | -9.4% | +7.2% | +1.5% |
| 30D | +8.3% | -5.3% | +13.6% | +10.2% |
| 3M | +44.6% | +12.9% | +31.7% | +36.6% |
| 6M | +52.6% | +20.1% | +32.5% | +40.3% |
| YTD | +16.1% | -22.5% | +38.6% | +26.5% |
| 1Y | +37.3% | -19.7% | +57.0% | +46.7% |
| 3Y | +21.6% | +81.2% | -59.6% | -12.2% |
| All | +3.8% | +74.1% | -70.3% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 all: compounded portfolio wealth divided by compounded TPG 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…
all analysis · Full analysis span regression · 6 months rolling