+2,268.6%
CTAS vs IQV
+505.9%
+1,762.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.6% |
| 7D | +2.0% | -2.5% | +4.4% | +3.0% |
| 30D | +8.7% | +1.2% | +7.5% | +7.9% |
| 3M | +13.3% | +9.8% | +3.5% | +8.5% |
| 6M | +39.4% | +53.8% | -14.4% | +15.1% |
| YTD | +21.5% | +17.6% | +3.9% | +10.0% |
| 1Y | +21.9% | +18.6% | +3.3% | +9.9% |
| 3Y | +73.6% | +36.9% | +36.8% | +38.5% |
| 5Y | +116.2% | +4.1% | +112.1% | +92.8% |
| 10Y | +818.2% | +243.7% | +574.4% | +368.5% |
| All | +2,268.6% | +505.9% | +1,762.8% | +947.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling