-5.2%
TJX vs IQV
+46.0%
-51.2%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | 0.0% |
| 7D | -2.2% | +2.3% | -4.5% | -2.3% |
| 30D | -17.1% | +13.4% | -30.6% | -17.5% |
| 3M | -16.5% | +43.3% | -59.8% | -17.5% |
| 6M | -17.8% | +50.5% | -68.3% | -18.9% |
| YTD | -13.2% | +18.8% | -32.0% | -15.2% |
| 1Y | -5.2% | +45.5% | -50.7% | -7.0% |
| All | -5.2% | +46.0% | -51.2% | -7.0% |
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 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