+614.2%
TEAM vs IQV
+293.6%
+320.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -0.2% |
| 7D | -2.4% | -2.5% | +0.1% | -0.9% |
| 30D | -26.7% | +1.2% | -27.9% | -27.4% |
| 3M | -9.6% | +9.8% | -19.4% | -14.8% |
| 6M | +86.0% | +53.8% | +32.2% | +42.1% |
| YTD | -7.5% | +17.6% | -25.1% | -17.7% |
| 1Y | -1.4% | +18.6% | -20.0% | -12.8% |
| 3Y | -14.3% | +36.9% | -51.2% | -35.2% |
| 5Y | -66.3% | +4.1% | -70.4% | -68.9% |
| 10Y | +445.6% | +243.7% | +201.9% | +139.1% |
| All | +614.2% | +293.6% | +320.6% | +189.9% |
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