+51.2%
CI vs IQV
+4.0%
+47.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.5% | +0.6% |
| 7D | +1.2% | -2.5% | +3.6% | +1.5% |
| 30D | +2.6% | +1.2% | +1.4% | +2.3% |
| 3M | +7.4% | +9.8% | -2.3% | +5.8% |
| 6M | -0.1% | +53.8% | -53.9% | -6.7% |
| YTD | +9.7% | +17.6% | -7.9% | +6.3% |
| 1Y | +12.1% | +18.6% | -6.5% | +8.4% |
| 3Y | +7.0% | +36.9% | -29.9% | -1.4% |
| All | +51.2% | +4.0% | +47.2% | +43.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling