+25.0%
IQV vs TRU
+2.1%
+22.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | -1.4% |
| 7D | -5.5% | +10.5% | -16.0% | -9.4% |
| 30D | -0.9% | +28.7% | -29.6% | -11.9% |
| 3M | +15.6% | +0.7% | +14.9% | +15.2% |
| 6M | +63.9% | +19.3% | +44.6% | +49.6% |
| YTD | +17.0% | -3.7% | +20.8% | +15.7% |
| 1Y | +25.0% | +3.4% | +21.6% | +18.9% |
| All | +25.0% | +2.1% | +22.9% | +18.9% |
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