+149.2%
TT vs IQV
-1.1%
+150.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | +0.4% |
| 7D | +1.6% | +0.3% | +1.2% | +1.4% |
| 30D | -7.3% | +8.6% | -15.9% | -9.3% |
| 3M | -2.6% | +41.1% | -43.7% | -12.0% |
| 6M | +5.9% | +48.6% | -42.7% | -6.6% |
| YTD | +15.4% | +15.0% | +0.4% | +9.5% |
| 1Y | +8.2% | +38.1% | -29.9% | -4.4% |
| 3Y | +122.7% | +21.4% | +101.3% | +99.2% |
| All | +149.2% | -1.1% | +150.2% | +139.4% |
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 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