-16.6%
CRH vs IQV
+26.3%
-42.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.5% |
| 7D | +5.3% | -3.7% | +9.0% | +6.0% |
| 30D | +14.2% | +1.9% | +12.3% | +13.6% |
| 3M | -4.2% | +12.2% | -16.4% | -6.4% |
| 6M | -14.5% | +50.1% | -64.6% | -21.1% |
| YTD | -22.7% | +17.5% | -40.2% | -26.9% |
| 1Y | -16.6% | +26.1% | -42.6% | -23.6% |
| All | -16.6% | +26.3% | -42.8% | -23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling