-25.1%
TGT vs IQV
-0.1%
-25.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.7% | -0.6% |
| 7D | -5.2% | -2.2% | -3.0% | -4.5% |
| 30D | +1.2% | +8.3% | -7.1% | -1.7% |
| 3M | +18.4% | +44.6% | -26.2% | +2.7% |
| 6M | +33.4% | +52.6% | -19.1% | +12.4% |
| YTD | +63.8% | +16.1% | +47.7% | +51.9% |
| 1Y | +77.2% | +37.3% | +39.9% | +52.0% |
| 3Y | +41.8% | +21.6% | +20.2% | +22.4% |
| All | -25.1% | -0.1% | -25.0% | -33.0% |
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 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