-6.4%
T vs IQV
+25.1%
-31.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.6% | +2.1% |
| 7D | +5.5% | -5.5% | +10.9% | +5.0% |
| 30D | -8.9% | -0.9% | -8.1% | -9.0% |
| 3M | -5.6% | +15.6% | -21.2% | -4.4% |
| 6M | -14.3% | +63.9% | -78.2% | -9.1% |
| YTD | -7.9% | +17.0% | -25.0% | -7.5% |
| 1Y | -6.4% | +25.0% | -31.5% | -8.1% |
| All | -6.4% | +25.1% | -31.5% | -8.1% |
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