+371.7%
TPR vs IQV
+252.5%
+119.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.6% |
| 7D | +6.4% | +4.1% | +2.3% | +4.2% |
| 30D | +13.8% | +4.7% | +9.1% | +10.7% |
| 3M | -16.6% | +12.6% | -29.2% | -22.2% |
| 6M | +0.7% | +58.2% | -57.5% | -23.2% |
| YTD | +5.3% | +21.8% | -16.5% | -9.8% |
| 1Y | +32.4% | +25.6% | +6.7% | +11.2% |
| 3Y | +406.4% | +40.1% | +366.3% | +270.9% |
| 5Y | +227.9% | +8.7% | +219.2% | +176.0% |
| 10Y | +371.7% | +255.9% | +115.8% | +87.8% |
| All | +371.7% | +252.5% | +119.3% | +87.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling