+25.0%
IQV vs CNI
+37.5%
-12.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.7% | +0.1% |
| 7D | -5.5% | +3.7% | -9.2% | -6.2% |
| 30D | -0.9% | +8.1% | -9.0% | -2.5% |
| 3M | +15.6% | +1.9% | +13.7% | +15.1% |
| 6M | +63.9% | +19.2% | +44.7% | +61.0% |
| YTD | +17.0% | +32.7% | -15.7% | +14.7% |
| 1Y | +25.0% | +37.0% | -12.0% | +21.8% |
| All | +25.0% | +37.5% | -12.5% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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