+1,958.8%
CDNS vs IQV
+492.3%
+1,466.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.2% | +0.3% | -1.4% |
| 7D | -9.2% | +0.3% | -9.6% | -9.4% |
| 30D | -16.3% | +8.6% | -24.8% | -19.6% |
| 3M | -27.9% | +41.1% | -69.0% | -40.1% |
| 6M | -4.3% | +48.6% | -52.9% | -23.1% |
| YTD | -9.1% | +15.0% | -24.1% | -17.5% |
| 1Y | -21.2% | +38.1% | -59.3% | -35.2% |
| 3Y | +19.4% | +21.4% | -2.0% | +0.1% |
| 5Y | +71.6% | -1.0% | +72.6% | +59.1% |
| 10Y | +1,005.1% | +233.0% | +772.1% | +483.8% |
| All | +1,958.8% | +492.3% | +1,466.4% | +840.5% |
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