+238.8%
TGT vs IQV
+487.2%
-248.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -2.9% |
| 7D | -3.6% | -2.6% | -1.0% | -2.8% |
| 30D | +4.4% | +6.2% | -1.8% | +2.3% |
| 3M | +25.4% | +38.0% | -12.6% | +12.2% |
| 6M | +33.4% | +43.9% | -10.6% | +16.8% |
| YTD | +65.6% | +14.0% | +51.6% | +55.2% |
| 1Y | +80.3% | +35.5% | +44.8% | +58.4% |
| 3Y | +42.1% | +20.3% | +21.8% | +26.4% |
| 5Y | -25.0% | -1.6% | -23.4% | -29.8% |
| 10Y | +208.2% | +233.4% | -25.2% | +102.3% |
| All | +238.8% | +487.2% | -248.4% | +96.9% |
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 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