+5.3%
IQV vs CBRE
+26.1%
-20.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.4% |
| 7D | -2.5% | -1.8% | -0.7% | -1.6% |
| 30D | +1.2% | +3.3% | -2.1% | -1.1% |
| 3M | +9.8% | -12.4% | +22.1% | +16.3% |
| 6M | +53.8% | -5.4% | +59.2% | +55.6% |
| YTD | +17.6% | -17.2% | +34.8% | +27.2% |
| 1Y | +18.6% | -13.1% | +31.7% | +24.8% |
| 3Y | +36.9% | +81.6% | -44.7% | -8.8% |
| All | +5.3% | +26.1% | -20.8% | -18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling