+228.2%
TER vs IQV
-1.9%
+230.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +4.0% | +3.5% |
| 7D | +12.4% | -2.6% | +15.0% | +13.4% |
| 30D | +5.1% | +6.2% | -1.1% | +2.1% |
| 3M | +4.0% | +38.0% | -34.0% | -13.6% |
| 6M | +29.5% | +43.9% | -14.4% | +3.6% |
| YTD | +98.5% | +14.0% | +84.5% | +77.5% |
| 1Y | +234.1% | +35.5% | +198.6% | +165.9% |
| 3Y | +289.0% | +20.3% | +268.7% | +222.9% |
| 5Y | +228.2% | -1.6% | +229.8% | +206.2% |
| All | +228.2% | -1.9% | +230.1% | +206.2% |
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