+912.7%
TXN vs IQV
+487.2%
+425.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.4% |
| 7D | +2.7% | -2.6% | +5.3% | +3.6% |
| 30D | -6.7% | +6.2% | -12.9% | -9.1% |
| 3M | -8.9% | +38.0% | -46.9% | -21.3% |
| 6M | +34.7% | +43.9% | -9.2% | +12.1% |
| YTD | +53.3% | +14.0% | +39.3% | +39.7% |
| 1Y | +45.0% | +35.5% | +9.5% | +21.2% |
| 3Y | +73.1% | +20.3% | +52.8% | +47.2% |
| 5Y | +59.9% | -1.6% | +61.6% | +46.6% |
| 10Y | +415.7% | +233.4% | +182.2% | +174.0% |
| All | +912.7% | +487.2% | +425.5% | +367.2% |
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