+45.9%
TEM vs IQV
+20.9%
+25.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.1% | -4.3% | -4.3% |
| 7D | -9.2% | -5.3% | -3.9% | -4.5% |
| 30D | +5.5% | +5.5% | 0.0% | +1.1% |
| 3M | +18.7% | +41.2% | -22.5% | -15.9% |
| 6M | +15.4% | +50.5% | -35.1% | -23.4% |
| YTD | -0.5% | +14.1% | -14.7% | -14.2% |
| 1Y | -24.8% | +39.9% | -64.8% | -49.2% |
| All | +45.9% | +20.9% | +25.0% | +22.3% |
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