+2.1%
CRWV vs IQV
+46.0%
-43.8%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.4% | +7.1% | +5.6% |
| 7D | +6.1% | +2.3% | +3.8% | +6.2% |
| 30D | -0.6% | +13.4% | -14.0% | +0.2% |
| 3M | -17.3% | +43.3% | -60.6% | -18.4% |
| 6M | +12.4% | +50.5% | -38.1% | +9.4% |
| YTD | +24.8% | +18.8% | +6.0% | +23.4% |
| 1Y | +2.1% | +45.5% | -43.3% | +5.1% |
| All | +2.1% | +46.0% | -43.8% | +5.1% |
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