+25.0%
IQV vs TRMB
-31.2%
+56.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -17.3% | +17.8% | +6.8% |
| 7D | -5.5% | -15.7% | +10.2% | -0.5% |
| 30D | -0.9% | -7.8% | +6.9% | -0.2% |
| 3M | +15.6% | -9.3% | +24.9% | +17.0% |
| 6M | +63.9% | -20.8% | +84.7% | +75.0% |
| YTD | +17.0% | -30.8% | +47.8% | +29.3% |
| 1Y | +25.0% | -31.0% | +56.0% | +38.9% |
| All | +25.0% | -31.2% | +56.3% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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