+97.4%
CB vs IQV
-1.9%
+99.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.7% | -1.1% |
| 7D | -0.6% | +0.3% | -1.0% | -0.7% |
| 30D | -3.9% | +8.6% | -12.5% | -4.8% |
| 3M | +4.9% | +41.1% | -36.2% | +0.6% |
| 6M | +3.3% | +48.6% | -45.3% | -1.9% |
| YTD | +8.5% | +15.0% | -6.5% | +6.4% |
| 1Y | +22.1% | +38.1% | -16.1% | +16.1% |
| 3Y | +70.1% | +21.4% | +48.7% | +62.0% |
| 5Y | +97.4% | -1.0% | +98.4% | +91.3% |
| All | +97.4% | -1.9% | +99.3% | +91.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling