-80.8%
TTD vs IQV
-1.9%
-78.9%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -7.4% | -5.3% | -2.2% | -4.1% |
| 30D | +3.0% | +5.5% | -2.5% | -0.6% |
| 3M | -27.6% | +41.2% | -68.8% | -43.3% |
| 6M | -49.5% | +50.5% | -100.0% | -62.7% |
| YTD | -63.2% | +14.1% | -77.3% | -67.3% |
| 1Y | -69.7% | +39.9% | -109.7% | -77.2% |
| 3Y | -83.3% | +20.5% | -103.8% | -87.2% |
| 5Y | -80.8% | -1.2% | -79.6% | -80.8% |
| All | -80.8% | -1.9% | -78.9% | -80.8% |
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