+41.9%
TMUS vs IQV
-1.9%
+43.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -2.3% |
| 7D | -5.3% | -2.6% | -2.7% | -5.1% |
| 30D | +0.1% | +6.2% | -6.1% | -0.4% |
| 3M | -0.6% | +38.0% | -38.6% | -3.5% |
| 6M | -17.5% | +43.9% | -61.5% | -20.4% |
| YTD | -11.3% | +14.0% | -25.3% | -12.1% |
| 1Y | -25.4% | +35.5% | -60.9% | -28.2% |
| 3Y | +35.5% | +20.3% | +15.2% | +29.6% |
| 5Y | +41.9% | -1.6% | +43.5% | +38.7% |
| All | +41.9% | -1.9% | +43.8% | +38.7% |
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