+52.0%
TDG vs IQV
+22.1%
+29.9%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +0.8% |
| 7D | -1.9% | -2.2% | +0.4% | -1.3% |
| 30D | -7.7% | +8.3% | -16.0% | -9.5% |
| 3M | -9.3% | +44.6% | -53.9% | -17.7% |
| 6M | -9.4% | +52.6% | -61.9% | -19.2% |
| YTD | -14.3% | +16.1% | -30.4% | -18.2% |
| 1Y | -11.8% | +37.3% | -49.1% | -19.4% |
| 3Y | +52.0% | +21.6% | +30.4% | +43.3% |
| All | +52.0% | +22.1% | +29.9% | +43.3% |
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