-9.1%
T vs IQV
+46.0%
-55.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -2.1% |
| 7D | -1.3% | +2.3% | -3.6% | -1.1% |
| 30D | +11.4% | +13.4% | -2.1% | +12.5% |
| 3M | +14.3% | +43.3% | -29.0% | +18.3% |
| 6M | -9.3% | +50.5% | -59.8% | -5.3% |
| YTD | +7.1% | +18.8% | -11.7% | +9.0% |
| 1Y | -9.1% | +45.5% | -54.6% | -7.4% |
| All | -9.1% | +46.0% | -55.0% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 1y: compounded portfolio wealth divided by compounded IQV 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…
1y analysis · Full analysis span regression · 6 months rolling