+16.0%
CTVA vs IQV
+41.8%
-25.8%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.8% |
| 7D | -4.5% | -2.2% | -2.3% | -4.4% |
| 30D | +11.3% | +8.3% | +3.0% | +10.7% |
| 3M | +12.3% | +44.6% | -32.3% | +10.1% |
| 6M | +7.2% | +52.6% | -45.4% | +4.4% |
| YTD | +26.0% | +16.1% | +9.9% | +21.6% |
| 1Y | +16.0% | +37.3% | -21.2% | +19.4% |
| All | +16.0% | +41.8% | -25.8% | +19.4% |
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 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