-5.0%
CI vs IQV
+36.0%
-41.0%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | -1.3% | -5.3% | +3.9% | -1.0% |
| 30D | +3.1% | +5.5% | -2.4% | +2.8% |
| 3M | -4.5% | +41.2% | -45.8% | -6.3% |
| 6M | +8.3% | +50.5% | -42.3% | +5.9% |
| YTD | +3.8% | +14.1% | -10.4% | +2.6% |
| 1Y | -5.0% | +39.9% | -44.9% | -10.7% |
| All | -5.0% | +36.0% | -41.0% | -10.7% |
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