+365.8%
TTD vs IQV
+233.8%
+132.0%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.2% | +0.4% | -0.5% |
| 7D | +1.7% | +0.3% | +1.4% | +1.6% |
| 30D | +1.6% | +8.6% | -7.0% | -4.5% |
| 3M | -27.8% | +41.1% | -69.0% | -45.4% |
| 6M | -52.1% | +48.6% | -100.7% | -65.8% |
| YTD | -63.1% | +15.0% | -78.1% | -68.4% |
| 1Y | -73.1% | +38.1% | -111.2% | -80.3% |
| 3Y | -83.3% | +21.4% | -104.7% | -87.7% |
| 5Y | -80.6% | -1.0% | -79.6% | -82.2% |
| All | +365.8% | +233.8% | +132.0% | +85.3% |
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