+223.5%
CB vs IQV
+233.5%
-10.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.5% |
| 7D | -0.5% | -2.6% | +2.1% | +0.1% |
| 30D | -3.1% | +6.2% | -9.3% | -4.6% |
| 3M | +4.2% | +38.0% | -33.8% | -4.5% |
| 6M | +4.7% | +43.9% | -39.2% | -5.8% |
| YTD | +8.8% | +14.0% | -5.2% | +3.5% |
| 1Y | +22.6% | +35.5% | -12.9% | +10.3% |
| 3Y | +70.6% | +20.3% | +50.3% | +53.0% |
| 5Y | +99.4% | -1.6% | +101.1% | +87.8% |
| 10Y | +223.5% | +233.4% | -10.0% | +103.9% |
| All | +223.5% | +233.5% | -10.0% | +103.9% |
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