+45.5%
IQV vs CNH
+29.2%
+16.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.0% | -5.5% | -1.8% |
| 7D | +2.3% | +23.3% | -21.0% | +0.5% |
| 30D | +13.4% | +33.5% | -20.0% | +10.5% |
| 3M | +43.3% | +32.7% | +10.6% | +39.3% |
| 6M | +50.5% | +22.2% | +28.4% | +47.6% |
| YTD | +18.8% | +57.7% | -38.9% | +9.4% |
| 1Y | +45.5% | +28.0% | +17.5% | +36.9% |
| All | +45.5% | +29.2% | +16.2% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 CNH 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