+42.7%
CI vs IQV
-1.9%
+44.6%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-09 to 2026-09-09.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.0% |
| 7D | -1.1% | -2.6% | +1.5% | -0.7% |
| 30D | +0.5% | +6.2% | -5.7% | -0.5% |
| 3M | -5.2% | +38.0% | -43.2% | -9.8% |
| 6M | +4.3% | +43.9% | -39.6% | -1.7% |
| YTD | +2.8% | +14.0% | -11.2% | +0.1% |
| 1Y | -5.8% | +35.5% | -41.3% | -11.2% |
| 3Y | +4.7% | +20.3% | -15.6% | -0.7% |
| 5Y | +42.7% | -1.6% | +44.3% | +36.3% |
| All | +42.7% | -1.9% | +44.6% | +36.3% |
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 2021-09-09 to 2026-09-09: 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…
2021-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling