+503.9%
CIFR vs IQV
+22.1%
+481.9%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.7% | +4.0% | +4.7% |
| 7D | -5.0% | -2.2% | -2.8% | -3.8% |
| 30D | -5.7% | +8.3% | -14.0% | -9.9% |
| 3M | -25.5% | +44.6% | -70.1% | -44.2% |
| 6M | +19.4% | +52.6% | -33.1% | -15.3% |
| YTD | +14.2% | +16.1% | -2.0% | -1.2% |
| 1Y | +69.0% | +37.3% | +31.7% | +25.0% |
| 3Y | +503.9% | +21.6% | +482.4% | +361.2% |
| All | +503.9% | +22.1% | +481.9% | +361.2% |
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