+25.0%
IQV vs CP
+35.2%
-10.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.5% | -3.0% | +0.1% |
| 7D | -5.5% | +5.6% | -11.0% | -6.0% |
| 30D | -0.9% | +10.0% | -10.9% | -1.9% |
| 3M | +15.6% | +4.4% | +11.2% | +15.1% |
| 6M | +63.9% | +14.1% | +49.8% | +63.3% |
| YTD | +17.0% | +29.1% | -12.0% | +16.7% |
| 1Y | +25.0% | +34.6% | -9.5% | +23.1% |
| All | +25.0% | +35.2% | -10.2% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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