+306.7%
TPR vs IQV
+233.5%
+73.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -2.8% |
| 7D | -7.3% | -2.6% | -4.7% | -6.0% |
| 30D | -30.7% | +6.2% | -36.9% | -33.0% |
| 3M | -21.6% | +38.0% | -59.6% | -35.0% |
| 6M | -21.3% | +43.9% | -65.3% | -37.2% |
| YTD | -10.2% | +14.0% | -24.2% | -19.9% |
| 1Y | +9.5% | +35.5% | -26.0% | -12.5% |
| 3Y | +280.8% | +20.3% | +260.4% | +206.5% |
| 5Y | +218.7% | -1.6% | +220.4% | +185.5% |
| 10Y | +306.7% | +233.4% | +73.2% | +73.2% |
| All | +306.7% | +233.5% | +73.2% | +73.2% |
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