-16.1%
TEAM vs IQV
+20.0%
-36.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | -7.8% | -5.3% | -2.5% | -5.2% |
| 30D | +16.5% | +5.5% | +11.0% | +13.8% |
| 3M | +96.2% | +41.2% | +54.9% | +67.7% |
| 6M | +130.2% | +50.5% | +79.7% | +91.2% |
| YTD | +10.7% | +14.1% | -3.4% | +3.1% |
| 1Y | +3.0% | +39.9% | -36.9% | -12.2% |
| All | -16.1% | +20.0% | -36.1% | -24.6% |
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 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