+253.1%
TSEM vs IQV
+46.0%
+207.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | -1.4% | +9.3% | +7.6% |
| 7D | +6.9% | +2.3% | +4.6% | +7.3% |
| 30D | +5.3% | +13.4% | -8.1% | +7.8% |
| 3M | -14.9% | +43.3% | -58.2% | -10.9% |
| 6M | +80.0% | +50.5% | +29.5% | +86.7% |
| YTD | +89.4% | +18.8% | +70.6% | +104.8% |
| 1Y | +253.1% | +45.5% | +207.6% | +264.3% |
| All | +253.1% | +46.0% | +207.1% | +264.3% |
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