-65.4%
TEAM vs IQV
+4.0%
-69.4%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | 0.0% |
| 7D | -2.4% | -2.5% | +0.1% | -0.7% |
| 30D | -26.7% | +1.2% | -27.9% | -27.5% |
| 3M | -9.6% | +9.8% | -19.4% | -15.5% |
| 6M | +86.0% | +53.8% | +32.2% | +37.7% |
| YTD | -7.5% | +17.6% | -25.1% | -18.7% |
| 1Y | -1.4% | +18.6% | -20.0% | -13.9% |
| 3Y | -14.3% | +36.9% | -51.2% | -40.1% |
| All | -65.4% | +4.0% | -69.4% | -67.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling