-72.0%
TTD vs IQV
+25.1%
-97.1%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.5% | +2.4% | +2.7% |
| 7D | +3.7% | -5.5% | +9.1% | +5.7% |
| 30D | +10.4% | -0.9% | +11.3% | +10.8% |
| 3M | -31.6% | +15.6% | -47.2% | -34.8% |
| 6M | -45.1% | +63.9% | -109.0% | -53.2% |
| YTD | -65.1% | +17.0% | -82.2% | -65.8% |
| 1Y | -72.0% | +25.0% | -97.0% | -73.9% |
| All | -72.0% | +25.1% | -97.1% | -73.9% |
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