+302.0%
TRV vs IQV
+242.6%
+59.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.3% | +1.6% |
| 7D | +1.9% | -2.2% | +4.2% | +2.5% |
| 30D | +1.7% | +8.3% | -6.6% | -0.4% |
| 3M | +23.9% | +44.6% | -20.7% | +11.9% |
| 6M | +26.3% | +52.6% | -26.3% | +11.5% |
| YTD | +30.8% | +16.1% | +14.7% | +23.5% |
| 1Y | +36.3% | +37.3% | -0.9% | +22.0% |
| 3Y | +145.0% | +21.6% | +123.4% | +119.8% |
| 5Y | +163.9% | +0.5% | +163.4% | +146.9% |
| All | +302.0% | +242.6% | +59.4% | +148.6% |
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