-62.9%
CSGP vs IQV
+8.4%
-71.4%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | -7.1% | +4.1% | -11.2% | -8.8% |
| 30D | +3.6% | +4.7% | -1.1% | +1.0% |
| 3M | -2.7% | +12.6% | -15.3% | -8.5% |
| 6M | -8.0% | +58.2% | -66.2% | -26.6% |
| YTD | -55.0% | +21.8% | -76.8% | -59.6% |
| 1Y | -55.8% | +25.6% | -81.4% | -60.9% |
| 3Y | -62.0% | +40.1% | -102.1% | -69.6% |
| 5Y | -62.9% | +8.7% | -71.6% | -67.0% |
| All | -62.9% | +8.4% | -71.4% | -67.0% |
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 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