+45.5%
IQV vs TRU
-7.3%
+52.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.9% | +4.5% | +1.2% |
| 7D | +2.3% | -6.8% | +9.1% | +5.5% |
| 30D | +13.4% | 0.0% | +13.4% | +13.2% |
| 3M | +43.3% | +13.3% | +30.0% | +35.6% |
| 6M | +50.5% | +3.4% | +47.1% | +46.8% |
| YTD | +18.8% | -6.4% | +25.2% | +18.4% |
| 1Y | +45.5% | -9.7% | +55.2% | +45.3% |
| All | +45.5% | -7.3% | +52.8% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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