+287.5%
CAH vs IQV
+242.6%
+44.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.4% | -1.0% |
| 7D | -5.1% | -2.2% | -2.9% | -4.6% |
| 30D | +0.2% | +8.3% | -8.1% | -1.8% |
| 3M | +6.3% | +44.6% | -38.3% | -3.1% |
| 6M | +9.4% | +52.6% | -43.2% | -2.3% |
| YTD | +15.0% | +16.1% | -1.2% | +9.2% |
| 1Y | +55.4% | +37.3% | +18.2% | +40.4% |
| 3Y | +173.8% | +21.6% | +152.3% | +147.4% |
| 5Y | +395.2% | +0.5% | +394.7% | +365.9% |
| All | +287.5% | +242.6% | +44.9% | +125.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling