+22.7%
IQV vs CAPR
+65.7%
-43.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -8.7% | +7.5% | -1.2% |
| 7D | +2.4% | +19.1% | -16.7% | +2.3% |
| 30D | +4.0% | +48.8% | -44.8% | +4.0% |
| 3M | +12.2% | +144.4% | -132.2% | +12.1% |
| 6M | +54.9% | -67.5% | +122.4% | +55.2% |
| YTD | +20.3% | -64.5% | +84.8% | +20.4% |
| 1Y | +22.7% | +74.4% | -51.7% | +22.2% |
| All | +22.7% | +65.7% | -43.0% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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