+236.7%
IQV vs CNI
+138.2%
+98.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.2% |
| 7D | -2.2% | -0.4% | -1.9% | -2.0% |
| 30D | +8.3% | -2.7% | +11.0% | +10.1% |
| 3M | +44.6% | +3.9% | +40.7% | +41.4% |
| 6M | +52.6% | +16.4% | +36.2% | +38.4% |
| YTD | +16.1% | +25.8% | -9.7% | -0.2% |
| 1Y | +37.3% | +32.4% | +4.9% | +13.9% |
| 3Y | +21.6% | +19.1% | +2.5% | +6.7% |
| 5Y | +0.5% | +13.6% | -13.1% | -10.6% |
| All | +236.7% | +138.2% | +98.5% | +97.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling