+21.6%
IQV vs TSN
+13.0%
+8.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.5% |
| 7D | -2.2% | +3.0% | -5.3% | -2.9% |
| 30D | +8.3% | -4.2% | +12.5% | +9.2% |
| 3M | +44.6% | -3.9% | +48.5% | +45.7% |
| 6M | +52.6% | -9.8% | +62.4% | +54.2% |
| YTD | +16.1% | -7.3% | +23.4% | +16.9% |
| 1Y | +37.3% | -2.2% | +39.5% | +35.7% |
| 3Y | +21.6% | +11.9% | +9.7% | +6.8% |
| All | +21.6% | +13.0% | +8.6% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 3y: compounded portfolio wealth divided by compounded TSN 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…
3y analysis · Full analysis span regression · 6 months rolling