+25.0%
IQV vs CHWY
-28.3%
+53.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHWY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.1% | -5.7% | -1.0% |
| 7D | -5.5% | +13.4% | -18.8% | -8.4% |
| 30D | -0.9% | +28.4% | -29.3% | -7.3% |
| 3M | +15.6% | -2.9% | +18.5% | +16.1% |
| 6M | +63.9% | -4.7% | +68.6% | +63.0% |
| YTD | +17.0% | -29.2% | +46.2% | +20.0% |
| 1Y | +25.0% | -30.7% | +55.8% | +28.3% |
| All | +25.0% | -28.3% | +53.4% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHWY.
Daily Out/Under-Performance
Portfolio return minus CHWY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHWY 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 CHWY 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