+80.7%
IQV vs TW
+211.2%
-130.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.8% |
| 7D | -2.6% | -0.5% | -2.1% | -2.4% |
| 30D | +6.2% | -0.6% | +6.8% | +6.3% |
| 3M | +38.0% | +3.4% | +34.6% | +35.6% |
| 6M | +43.9% | -18.4% | +62.4% | +53.9% |
| YTD | +14.0% | -3.9% | +17.9% | +13.9% |
| 1Y | +35.5% | -13.3% | +48.8% | +40.6% |
| 3Y | +20.3% | +20.8% | -0.5% | +4.4% |
| 5Y | -1.6% | +20.3% | -21.9% | -16.9% |
| All | +80.7% | +211.2% | -130.6% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 all: compounded portfolio wealth divided by compounded TW 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…
all analysis · Full analysis span regression · 6 months rolling