+25.0%
IQV vs TRGP
+89.5%
-64.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.5% | +5.0% | -0.3% |
| 7D | -5.5% | -6.5% | +1.0% | -6.4% |
| 30D | -0.9% | -0.4% | -0.4% | -0.5% |
| 3M | +15.6% | +8.8% | +6.8% | +18.5% |
| 6M | +63.9% | +11.0% | +52.9% | +68.5% |
| YTD | +17.0% | +57.4% | -40.4% | +23.3% |
| 1Y | +25.0% | +87.9% | -62.8% | +30.8% |
| All | +25.0% | +89.5% | -64.5% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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