+122.5%
CRWV vs IQV
+46.2%
+76.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.9% | -0.4% |
| 7D | -0.4% | -2.2% | +1.8% | -0.2% |
| 30D | -17.4% | +8.3% | -25.7% | -18.5% |
| 3M | -7.1% | +44.6% | -51.6% | -16.1% |
| 6M | +8.6% | +52.6% | -44.0% | -4.2% |
| YTD | +24.3% | +16.1% | +8.1% | +20.1% |
| 1Y | -21.0% | +37.3% | -58.3% | -29.2% |
| All | +122.5% | +46.2% | +76.2% | +108.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling