+45.5%
C vs IQV
+36.0%
+9.6%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +0.3% | -5.3% | +5.5% | +0.7% |
| 30D | +2.0% | +5.5% | -3.5% | +1.6% |
| 3M | +4.4% | +41.2% | -36.9% | +0.3% |
| 6M | +28.3% | +50.5% | -22.2% | +22.0% |
| YTD | +20.5% | +14.1% | +6.3% | +17.0% |
| 1Y | +45.5% | +39.9% | +5.6% | +43.4% |
| All | +45.5% | +36.0% | +9.6% | +43.4% |
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