+515.6%
IQV vs TRMB
+105.2%
+410.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.2% | -2.0% | -2.7% |
| 7D | +0.3% | -0.3% | +0.6% | +0.5% |
| 30D | +8.6% | -1.2% | +9.8% | +9.0% |
| 3M | +41.1% | +9.6% | +31.5% | +35.7% |
| 6M | +48.6% | -16.1% | +64.7% | +58.9% |
| YTD | +15.0% | -25.0% | +40.0% | +28.6% |
| 1Y | +38.1% | -27.7% | +65.8% | +56.2% |
| 3Y | +21.4% | +15.3% | +6.1% | +12.3% |
| 5Y | -1.0% | -37.4% | +36.4% | +12.9% |
| 10Y | +233.0% | +117.5% | +115.5% | +154.3% |
| All | +515.6% | +105.2% | +410.4% | +365.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling