+70.8%
CDNS vs IQV
-1.9%
+72.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -6.5% | -5.3% | -1.3% | -4.3% |
| 30D | -13.0% | +5.5% | -18.5% | -15.1% |
| 3M | -26.0% | +41.2% | -67.3% | -37.6% |
| 6M | -2.8% | +50.5% | -53.4% | -21.0% |
| YTD | -8.8% | +14.1% | -23.0% | -15.9% |
| 1Y | -15.8% | +39.9% | -55.8% | -30.2% |
| 3Y | +19.7% | +20.5% | -0.8% | +2.7% |
| 5Y | +70.8% | -1.2% | +72.0% | +72.9% |
| All | +70.8% | -1.9% | +72.7% | +72.9% |
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 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