+277.2%
TER vs IQV
+18.7%
+258.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.2% | +7.4% | +5.1% |
| 7D | +11.0% | +0.3% | +10.6% | +10.7% |
| 30D | -1.9% | +8.6% | -10.5% | -4.3% |
| 3M | -0.7% | +41.1% | -41.8% | -13.2% |
| 6M | +36.4% | +48.6% | -12.2% | +15.4% |
| YTD | +92.4% | +15.0% | +77.5% | +79.9% |
| 1Y | +213.5% | +38.1% | +175.4% | +163.6% |
| 3Y | +277.2% | +21.4% | +255.8% | +224.9% |
| All | +277.2% | +18.7% | +258.5% | +224.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling