+154.4%
TRV vs IQV
-1.8%
+156.2%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | -1.5% | -5.3% | +3.8% | -0.9% |
| 30D | -1.8% | +5.5% | -7.3% | -2.4% |
| 3M | +21.6% | +41.2% | -19.7% | +16.5% |
| 6M | +22.5% | +50.5% | -28.1% | +16.1% |
| YTD | +28.1% | +14.1% | +14.0% | +25.7% |
| 1Y | +37.0% | +39.9% | -2.9% | +30.0% |
| 3Y | +141.9% | +20.5% | +121.4% | +131.1% |
| All | +154.4% | -1.8% | +156.2% | +146.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling