+22.1%
CTVA vs IQV
+46.0%
-23.9%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.6% | -0.8% |
| 7D | +4.9% | +2.3% | +2.6% | +4.8% |
| 30D | +11.9% | +13.4% | -1.5% | +10.9% |
| 3M | +13.7% | +43.3% | -29.6% | +11.2% |
| 6M | +13.1% | +50.5% | -37.4% | +10.0% |
| YTD | +32.0% | +18.8% | +13.2% | +27.3% |
| 1Y | +22.1% | +45.5% | -23.4% | +24.3% |
| All | +22.1% | +46.0% | -23.9% | +24.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling