+34.8%
CF vs IQV
+25.1%
+9.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.5% | -4.8% | -4.4% |
| 7D | -6.9% | -5.5% | -1.4% | -7.1% |
| 30D | -3.7% | -0.9% | -2.9% | -3.8% |
| 3M | -5.0% | +15.6% | -20.6% | -4.2% |
| 6M | -10.5% | +63.9% | -74.4% | -6.7% |
| YTD | +46.5% | +17.0% | +29.5% | +48.4% |
| 1Y | +34.8% | +25.0% | +9.8% | +32.6% |
| All | +34.8% | +25.1% | +9.7% | +32.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling