+633.7%
CAH vs IQV
+487.2%
+146.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | 0.0% |
| 7D | -2.2% | -2.6% | +0.4% | -1.6% |
| 30D | +1.2% | +6.2% | -5.0% | -0.4% |
| 3M | +13.1% | +38.0% | -24.9% | +3.6% |
| 6M | +8.5% | +43.9% | -35.5% | -2.4% |
| YTD | +17.6% | +14.0% | +3.6% | +11.7% |
| 1Y | +60.7% | +35.5% | +25.1% | +44.6% |
| 3Y | +183.2% | +20.3% | +162.8% | +154.3% |
| 5Y | +402.2% | -1.6% | +403.8% | +370.8% |
| 10Y | +302.3% | +233.4% | +68.9% | +128.6% |
| All | +633.7% | +487.2% | +146.5% | +263.2% |
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