+35.0%
CAH vs IQV
+25.1%
+9.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.5% | +3.1% | +3.6% |
| 7D | +7.0% | -5.5% | +12.5% | +7.0% |
| 30D | +12.4% | -0.9% | +13.2% | +12.3% |
| 3M | +12.2% | +15.6% | -3.4% | +12.2% |
| 6M | +33.2% | +63.9% | -30.7% | +35.6% |
| YTD | +28.4% | +17.0% | +11.3% | +27.7% |
| 1Y | +35.0% | +25.0% | +10.0% | +32.6% |
| All | +35.0% | +25.1% | +9.9% | +32.6% |
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