+27.8%
CFG vs IQV
+25.4%
+2.4%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | -0.8% | +4.1% | -4.9% | -1.2% |
| 30D | +3.1% | +4.7% | -1.6% | +2.6% |
| 3M | -9.7% | +12.6% | -22.3% | -10.9% |
| 6M | +6.7% | +58.2% | -51.5% | +0.9% |
| YTD | +15.2% | +21.8% | -6.6% | +13.1% |
| All | +27.8% | +25.4% | +2.4% | +23.6% |
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