+57.8%
T vs IQV
+4.0%
+53.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.1% |
| 7D | +2.5% | -2.5% | +5.0% | +2.7% |
| 30D | -3.8% | +1.2% | -5.0% | -3.9% |
| 3M | -8.7% | +9.8% | -18.5% | -9.3% |
| 6M | -8.1% | +53.8% | -61.9% | -10.8% |
| YTD | -6.4% | +17.6% | -24.1% | -7.3% |
| 1Y | -9.8% | +18.6% | -28.3% | -10.7% |
| 3Y | +65.5% | +36.9% | +28.6% | +57.6% |
| All | +57.8% | +4.0% | +53.8% | +44.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling