+236.7%
IQV vs TRU
+147.2%
+89.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.8% | +1.3% |
| 7D | -2.2% | -2.7% | +0.5% | -0.9% |
| 30D | +8.3% | -2.0% | +10.3% | +9.2% |
| 3M | +44.6% | +18.4% | +26.1% | +32.8% |
| 6M | +52.6% | +8.9% | +43.7% | +45.0% |
| YTD | +16.1% | -8.9% | +25.1% | +19.8% |
| 1Y | +37.3% | -15.9% | +53.1% | +45.9% |
| 3Y | +21.6% | -1.1% | +22.7% | +11.7% |
| 5Y | +0.5% | -35.2% | +35.7% | +14.2% |
| All | +236.7% | +147.2% | +89.6% | +115.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling