+45.5%
IQV vs CBRE
-7.7%
+53.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.1% |
| 7D | +2.3% | -2.0% | +4.3% | +3.2% |
| 30D | +13.4% | -2.2% | +15.6% | +14.2% |
| 3M | +43.3% | +12.9% | +30.4% | +34.4% |
| 6M | +50.5% | +4.3% | +46.2% | +47.2% |
| YTD | +18.8% | -8.0% | +26.8% | +23.4% |
| 1Y | +45.5% | -8.6% | +54.0% | +50.8% |
| All | +45.5% | -7.7% | +53.1% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 CBRE 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