+1,325.8%
CRWD vs IQV
+87.7%
+1,238.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.8% | -1.8% |
| 7D | -3.0% | -2.2% | -0.7% | -2.0% |
| 30D | -6.8% | +8.3% | -15.1% | -10.5% |
| 3M | +19.6% | +44.6% | -25.0% | -1.9% |
| 6M | +87.1% | +52.6% | +34.5% | +48.3% |
| YTD | +76.4% | +16.1% | +60.3% | +59.6% |
| 1Y | +90.8% | +37.3% | +53.5% | +57.7% |
| 3Y | +380.0% | +21.6% | +358.4% | +293.4% |
| 5Y | +215.6% | +0.5% | +215.1% | +189.3% |
| All | +1,325.8% | +87.7% | +1,238.1% | +827.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling