+172.6%
TTMI vs IQV
+46.0%
+126.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.4% | +10.3% | +8.5% |
| 7D | +5.9% | +2.3% | +3.6% | +6.4% |
| 30D | -4.3% | +13.4% | -17.7% | -1.3% |
| 3M | -32.0% | +43.3% | -75.3% | -28.1% |
| 6M | +19.5% | +50.5% | -31.1% | +25.8% |
| YTD | +82.0% | +18.8% | +63.2% | +97.7% |
| 1Y | +172.6% | +45.5% | +127.2% | +182.0% |
| All | +172.6% | +46.0% | +126.7% | +182.0% |
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