-61.5%
CSGP vs IQV
+41.0%
-102.5%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | -7.1% | +4.1% | -11.2% | -8.4% |
| 30D | +3.6% | +4.7% | -1.1% | +1.5% |
| 3M | -2.7% | +12.6% | -15.3% | -7.5% |
| 6M | -8.0% | +58.2% | -66.2% | -23.6% |
| YTD | -55.0% | +21.8% | -76.8% | -58.8% |
| 1Y | -55.8% | +25.6% | -81.4% | -59.9% |
| All | -61.5% | +41.0% | -102.5% | -69.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling