+1,531.2%
TER vs IQV
+505.9%
+1,025.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.2% | -3.2% | -4.2% |
| 7D | +14.4% | -2.5% | +16.8% | +16.0% |
| 30D | -30.6% | +1.2% | -31.8% | -31.0% |
| 3M | -39.2% | +9.8% | -49.0% | -42.5% |
| 6M | -31.3% | +53.8% | -85.1% | -48.5% |
| YTD | +29.1% | +17.6% | +11.5% | +9.7% |
| 1Y | +47.4% | +18.6% | +28.8% | +24.6% |
| 3Y | +191.2% | +36.9% | +154.3% | +116.8% |
| 5Y | +74.0% | +4.1% | +69.9% | +52.2% |
| 10Y | +1,005.1% | +243.7% | +761.3% | +407.7% |
| All | +1,531.2% | +505.9% | +1,025.3% | +509.0% |
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 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