+2.4%
IQV vs TRU
-35.6%
+38.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.8% | +1.3% |
| 7D | -2.2% | -2.7% | +0.5% | -1.0% |
| 30D | +8.3% | -2.0% | +10.3% | +9.2% |
| 3M | +44.6% | +18.4% | +26.1% | +34.3% |
| 6M | +52.6% | +8.9% | +43.7% | +46.0% |
| YTD | +16.1% | -8.9% | +25.1% | +19.4% |
| 1Y | +37.3% | -15.9% | +53.1% | +45.0% |
| 3Y | +21.6% | -1.1% | +22.7% | +15.6% |
| All | +2.4% | -35.6% | +38.0% | +18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling