-11.3%
CTSH vs IQV
+20.9%
-32.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.2% | -0.6% | -2.7% |
| 7D | -5.5% | +0.3% | -5.8% | -5.6% |
| 30D | +4.5% | +8.6% | -4.1% | +1.5% |
| 3M | +13.7% | +41.1% | -27.4% | +0.6% |
| 6M | -8.4% | +48.6% | -56.9% | -20.6% |
| YTD | -26.5% | +15.0% | -41.5% | -31.0% |
| 1Y | -13.9% | +38.1% | -52.0% | -23.6% |
| All | -11.3% | +20.9% | -32.2% | -20.2% |
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