+494.4%
TEAM vs IQV
+242.6%
+251.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.7% | -1.0% |
| 7D | -5.2% | -2.2% | -3.0% | -3.8% |
| 30D | +15.8% | +8.3% | +7.5% | +10.5% |
| 3M | +101.5% | +44.6% | +56.9% | +61.3% |
| 6M | +138.2% | +52.6% | +85.6% | +84.0% |
| YTD | +10.8% | +16.1% | -5.3% | 0.0% |
| 1Y | +1.7% | +37.3% | -35.6% | -17.8% |
| 3Y | -16.0% | +21.6% | -37.6% | -30.6% |
| 5Y | -52.7% | +0.5% | -53.2% | -55.3% |
| All | +494.4% | +242.6% | +251.9% | +218.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling