+45.9%
CSCO vs IQV
+25.1%
+20.8%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.2% | +0.6% |
| 7D | -6.1% | -5.5% | -0.6% | -6.0% |
| 30D | -8.2% | -0.9% | -7.3% | -8.1% |
| 3M | -14.6% | +15.6% | -30.2% | -14.8% |
| 6M | +12.7% | +63.9% | -51.2% | +9.7% |
| YTD | +37.0% | +17.0% | +20.0% | +32.9% |
| 1Y | +45.9% | +25.0% | +20.9% | +39.3% |
| All | +45.9% | +25.1% | +20.8% | +39.3% |
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