+6.1%
TT vs IQV
+36.0%
-29.8%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -1.0% | -5.3% | +4.3% | -1.2% |
| 30D | -8.9% | +5.5% | -14.4% | -8.7% |
| 3M | -1.8% | +41.2% | -43.1% | -0.8% |
| 6M | +1.9% | +50.5% | -48.6% | +3.1% |
| YTD | +13.8% | +14.1% | -0.3% | +15.2% |
| 1Y | +6.1% | +39.9% | -33.8% | +3.4% |
| All | +6.1% | +36.0% | -29.8% | +3.4% |
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 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