+26.9%
CIFR vs IQV
-0.1%
+27.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.7% | +4.0% | +4.5% |
| 7D | -5.0% | -2.2% | -2.8% | -3.5% |
| 30D | -5.7% | +8.3% | -14.0% | -10.8% |
| 3M | -25.5% | +44.6% | -70.1% | -47.0% |
| 6M | +19.4% | +52.6% | -33.1% | -20.0% |
| YTD | +14.2% | +16.1% | -2.0% | -4.9% |
| 1Y | +69.0% | +37.3% | +31.7% | +19.0% |
| 3Y | +503.9% | +21.6% | +482.4% | +364.1% |
| All | +26.9% | -0.1% | +27.0% | +5.7% |
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 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