-1.4%
IQV vs TXT
+11.7%
-13.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.1% |
| 7D | -2.6% | +0.8% | -3.4% | -3.0% |
| 30D | +6.2% | -10.4% | +16.6% | +11.5% |
| 3M | +38.0% | -14.3% | +52.3% | +46.5% |
| 6M | +43.9% | -15.1% | +59.0% | +52.6% |
| YTD | +14.0% | -8.3% | +22.3% | +14.8% |
| 1Y | +35.5% | -0.7% | +36.2% | +30.1% |
| 3Y | +20.3% | +6.0% | +14.4% | +9.8% |
| All | -1.4% | +11.7% | -13.0% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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