+510.3%
IQV vs TRGP
+660.1%
-149.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.7% |
| 7D | -2.6% | -0.7% | -1.9% | -2.5% |
| 30D | +6.2% | +9.5% | -3.3% | +4.4% |
| 3M | +38.0% | +10.8% | +27.2% | +34.9% |
| 6M | +43.9% | +25.3% | +18.6% | +37.2% |
| YTD | +14.0% | +60.3% | -46.3% | +3.7% |
| 1Y | +35.5% | +84.6% | -49.0% | +19.7% |
| 3Y | +20.3% | +264.4% | -244.0% | -7.0% |
| 5Y | -1.6% | +636.6% | -638.2% | -33.2% |
| 10Y | +233.4% | +848.9% | -615.5% | +85.8% |
| All | +510.3% | +660.1% | -149.9% | +241.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling