+91.5%
CSCO vs IQV
+4.0%
+87.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.2% | -4.0% | -5.8% |
| 7D | +1.9% | -2.5% | +4.4% | +2.4% |
| 30D | -15.8% | +1.2% | -17.0% | -16.1% |
| 3M | -15.4% | +9.8% | -25.2% | -17.1% |
| 6M | -5.4% | +53.8% | -59.2% | -14.4% |
| YTD | +26.5% | +17.6% | +8.8% | +20.7% |
| 1Y | +25.9% | +18.6% | +7.3% | +19.8% |
| 3Y | +97.5% | +36.9% | +60.6% | +74.7% |
| All | +91.5% | +4.0% | +87.5% | +83.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling