+199.9%
TER vs IQV
+46.0%
+154.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.4% | +6.9% | +5.3% |
| 7D | +0.6% | +2.3% | -1.7% | +0.9% |
| 30D | -8.3% | +13.4% | -21.7% | -6.7% |
| 3M | -12.2% | +43.3% | -55.5% | -10.0% |
| 6M | +17.1% | +50.5% | -33.5% | +18.5% |
| YTD | +84.7% | +18.8% | +65.9% | +85.9% |
| 1Y | +199.9% | +45.5% | +154.5% | +183.0% |
| All | +199.9% | +46.0% | +154.0% | +183.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling