+1,502.3%
TT vs IQV
+511.9%
+990.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.3% | +1.4% |
| 7D | 0.0% | +2.3% | -2.3% | -0.8% |
| 30D | -7.2% | +13.4% | -20.6% | -11.4% |
| 3M | -3.0% | +43.3% | -46.3% | -16.1% |
| 6M | +1.4% | +50.5% | -49.2% | -15.2% |
| YTD | +15.9% | +18.8% | -2.9% | +5.2% |
| 1Y | +9.4% | +45.5% | -36.0% | -9.4% |
| 3Y | +124.4% | +19.4% | +105.0% | +94.1% |
| 5Y | +138.0% | +1.7% | +136.3% | +117.1% |
| 10Y | +886.4% | +247.9% | +638.4% | +422.3% |
| All | +1,502.3% | +511.9% | +990.4% | +601.5% |
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