+26.1%
IQV vs CGNX
+19.2%
+6.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -10.5% | +10.9% | -0.1% |
| 7D | -3.7% | -19.5% | +15.8% | -4.8% |
| 30D | +1.9% | -28.4% | +30.3% | +0.1% |
| 3M | +12.2% | -32.7% | +45.0% | +10.1% |
| 6M | +50.1% | -19.0% | +69.2% | +48.0% |
| YTD | +17.5% | +32.6% | -15.1% | +14.0% |
| 1Y | +26.1% | +18.0% | +8.0% | +25.5% |
| All | +26.1% | +19.2% | +6.9% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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