+37.3%
IQV vs TRI
-40.4%
+77.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.2% |
| 7D | -2.2% | -7.9% | +5.6% | +0.3% |
| 30D | +8.3% | -4.5% | +12.8% | +9.6% |
| 3M | +44.6% | +22.1% | +22.5% | +33.4% |
| 6M | +52.6% | -2.8% | +55.3% | +50.9% |
| YTD | +16.1% | -23.4% | +39.5% | +22.4% |
| 1Y | +37.3% | -41.5% | +78.8% | +37.0% |
| All | +37.3% | -40.4% | +77.6% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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