+858.0%
TTMI vs IQV
+20.0%
+838.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.7% | -1.5% |
| 7D | +6.0% | -5.3% | +11.3% | +6.6% |
| 30D | -6.4% | +5.5% | -11.9% | -7.0% |
| 3M | -28.9% | +41.2% | -70.2% | -33.8% |
| 6M | +26.9% | +50.5% | -23.7% | +15.2% |
| YTD | +77.3% | +14.1% | +63.2% | +73.9% |
| 1Y | +147.5% | +39.9% | +107.6% | +126.1% |
| All | +858.0% | +20.0% | +838.0% | +740.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling