+3.9%
CI vs IQV
+18.7%
-14.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -1.5% |
| 7D | -2.0% | +0.3% | -2.3% | -2.0% |
| 30D | -1.8% | +8.6% | -10.4% | -2.6% |
| 3M | -4.2% | +41.1% | -45.3% | -7.2% |
| 6M | +2.7% | +48.6% | -45.9% | -1.1% |
| YTD | +1.9% | +15.0% | -13.1% | +0.4% |
| 1Y | -6.3% | +38.1% | -44.4% | -9.7% |
| 3Y | +3.9% | +21.4% | -17.5% | +0.2% |
| All | +3.9% | +18.7% | -14.8% | +0.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling