+231.0%
IQV vs CNH
+157.1%
+73.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.9% | +3.0% | +1.1% |
| 7D | -5.3% | -2.5% | -2.8% | -4.5% |
| 30D | +5.5% | +27.0% | -21.5% | -3.6% |
| 3M | +41.2% | +32.6% | +8.6% | +26.2% |
| 6M | +50.5% | +23.6% | +27.0% | +36.2% |
| YTD | +14.1% | +47.8% | -33.7% | -4.3% |
| 1Y | +39.9% | +21.3% | +18.7% | +26.1% |
| 3Y | +20.5% | +7.0% | +13.5% | +10.9% |
| 5Y | -1.2% | +10.2% | -11.4% | -13.4% |
| All | +231.0% | +157.1% | +73.9% | +98.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling