+161.7%
TTMI vs IQV
+41.8%
+119.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.7% | +1.6% | +3.8% |
| 7D | +0.7% | -2.2% | +2.9% | +0.1% |
| 30D | -8.4% | +8.3% | -16.7% | -6.7% |
| 3M | -32.5% | +44.6% | -77.0% | -29.3% |
| 6M | +32.5% | +52.6% | -20.1% | +37.1% |
| YTD | +83.2% | +16.1% | +67.1% | +98.5% |
| 1Y | +161.7% | +37.3% | +124.4% | +163.7% |
| All | +161.7% | +41.8% | +119.9% | +163.7% |
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