+3,180.9%
TSEM vs IQV
+492.3%
+2,688.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.1% | 0.0% |
| 7D | +10.4% | +0.3% | +10.1% | +10.2% |
| 30D | -12.9% | +8.6% | -21.5% | -15.6% |
| 3M | -9.2% | +41.1% | -50.3% | -22.1% |
| 6M | +98.8% | +48.6% | +50.2% | +64.8% |
| YTD | +87.2% | +15.0% | +72.2% | +70.5% |
| 1Y | +239.0% | +38.1% | +200.9% | +184.5% |
| 3Y | +679.5% | +21.4% | +658.1% | +568.5% |
| 5Y | +667.3% | -1.0% | +668.3% | +595.7% |
| 10Y | +1,301.0% | +233.0% | +1,068.1% | +537.5% |
| All | +3,180.9% | +492.3% | +2,688.6% | +1,007.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling