+72.4%
CB vs IQV
+41.0%
+31.3%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.6% | +0.3% |
| 7D | -1.0% | +4.1% | -5.1% | -1.2% |
| 30D | +7.3% | +4.7% | +2.6% | +7.1% |
| 3M | +7.0% | +12.6% | -5.6% | +6.3% |
| 6M | +16.3% | +58.2% | -41.8% | +13.8% |
| YTD | +19.7% | +21.8% | -2.1% | +18.7% |
| 1Y | +27.8% | +25.6% | +2.2% | +26.3% |
| All | +72.4% | +41.0% | +31.3% | +74.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling