+15.9%
TFC vs IQV
+39.4%
-23.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.2% | +0.3% |
| 7D | -2.5% | -5.3% | +2.8% | -2.0% |
| 30D | -2.8% | +5.5% | -8.4% | -3.2% |
| 3M | +2.1% | +41.2% | -39.1% | -0.9% |
| 6M | +10.1% | +50.5% | -40.4% | +6.3% |
| YTD | +5.4% | +14.1% | -8.7% | +3.2% |
| All | +15.9% | +39.4% | -23.5% | +11.3% |
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 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