+148.6%
TE vs IQV
+46.0%
+102.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +0.8% |
| 7D | -4.0% | +2.3% | -6.3% | -3.2% |
| 30D | -15.9% | +13.4% | -29.3% | -11.8% |
| 3M | -60.5% | +43.3% | -103.8% | -55.4% |
| 6M | -35.2% | +50.5% | -85.7% | -26.6% |
| YTD | -31.1% | +18.8% | -49.9% | -24.3% |
| 1Y | +148.6% | +45.5% | +103.2% | +176.6% |
| All | +148.6% | +46.0% | +102.7% | +176.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling