+102.9%
T vs IQV
+19.8%
+83.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.8% |
| 7D | -3.1% | -2.6% | -0.5% | -3.1% |
| 30D | +4.6% | +6.2% | -1.6% | +4.7% |
| 3M | +12.2% | +38.0% | -25.7% | +12.7% |
| 6M | -6.5% | +43.9% | -50.4% | -5.9% |
| YTD | +4.9% | +14.0% | -9.1% | +5.9% |
| 1Y | -10.5% | +35.5% | -46.0% | -10.3% |
| All | +102.9% | +19.8% | +83.1% | +98.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling