-8.9%
TOST vs IQV
+30.8%
-39.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | -0.8% |
| 7D | +4.0% | +7.9% | -3.9% | +0.6% |
| 30D | +11.1% | +7.3% | +3.8% | +7.5% |
| 3M | +0.8% | +16.8% | -16.0% | -6.3% |
| 6M | +38.8% | +56.0% | -17.2% | +11.7% |
| YTD | -2.1% | +23.7% | -25.8% | -8.8% |
| All | -8.9% | +30.8% | -39.7% | -17.7% |
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 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