+104.7%
TNA vs IQV
+22.1%
+82.6%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.7% | -0.3% |
| 7D | -7.3% | -2.2% | -5.0% | -5.6% |
| 30D | -14.2% | +8.3% | -22.5% | -19.7% |
| 3M | -4.6% | +44.6% | -49.1% | -32.5% |
| 6M | +36.9% | +52.6% | -15.6% | -9.9% |
| YTD | +42.5% | +16.1% | +26.4% | +20.0% |
| 1Y | +45.8% | +37.3% | +8.5% | +1.9% |
| 3Y | +104.7% | +21.6% | +83.1% | +56.3% |
| All | +104.7% | +22.1% | +82.6% | +56.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling