-21.0%
CIFR vs IQV
+4.0%
-25.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.2% | -1.8% | -2.5% |
| 7D | +4.8% | -2.5% | +7.3% | +6.8% |
| 30D | -31.0% | +1.2% | -32.2% | -31.1% |
| 3M | -58.7% | +9.8% | -68.5% | -61.2% |
| 6M | -67.7% | +53.8% | -121.5% | -78.4% |
| YTD | -53.5% | +17.6% | -71.1% | -61.4% |
| 1Y | -54.1% | +18.6% | -72.6% | -62.2% |
| 3Y | +138.2% | +36.9% | +101.3% | +65.2% |
| All | -21.0% | +4.0% | -25.0% | -32.4% |
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