+802.8%
TEAM vs IQV
+297.6%
+505.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.4% | -1.2% | -1.7% |
| 7D | -0.4% | +2.3% | -2.7% | -1.8% |
| 30D | +67.3% | +13.4% | +53.9% | +55.5% |
| 3M | +86.8% | +43.3% | +43.5% | +49.4% |
| 6M | +146.8% | +50.5% | +96.3% | +90.7% |
| YTD | +16.9% | +18.8% | -1.9% | +3.7% |
| 1Y | +12.8% | +45.5% | -32.7% | -12.6% |
| 3Y | -7.3% | +19.4% | -26.6% | -22.8% |
| 5Y | -50.7% | +1.7% | -52.4% | -53.9% |
| 10Y | +529.8% | +247.9% | +281.9% | +173.2% |
| All | +802.8% | +297.6% | +505.2% | +265.1% |
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