+1,498.5%
TDG vs IQV
+488.0%
+1,010.6%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | -2.7% | -5.3% | +2.6% | -0.2% |
| 30D | -9.3% | +5.5% | -14.8% | -11.7% |
| 3M | -7.1% | +41.2% | -48.3% | -22.2% |
| 6M | -11.2% | +50.5% | -61.7% | -28.5% |
| YTD | -15.3% | +14.1% | -29.4% | -22.8% |
| 1Y | -12.5% | +39.9% | -52.4% | -28.3% |
| 3Y | +51.2% | +20.5% | +30.7% | +26.2% |
| 5Y | +126.1% | -1.2% | +127.4% | +105.1% |
| 10Y | +536.2% | +233.9% | +302.4% | +214.7% |
| All | +1,498.5% | +488.0% | +1,010.6% | +569.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling