+70.3%
T vs IQV
+242.6%
-172.3%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.3% | +1.7% |
| 7D | +1.5% | -2.2% | +3.7% | +1.9% |
| 30D | +7.5% | +8.3% | -0.8% | +5.9% |
| 3M | +14.8% | +44.6% | -29.8% | +7.2% |
| 6M | -1.7% | +52.6% | -54.3% | -9.7% |
| YTD | +8.7% | +16.1% | -7.4% | +4.6% |
| 1Y | -7.5% | +37.3% | -44.7% | -14.3% |
| 3Y | +110.2% | +21.6% | +88.7% | +94.5% |
| 5Y | +71.6% | +0.5% | +71.2% | +63.8% |
| All | +70.3% | +242.6% | -172.3% | +13.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling