+252.6%
IQV vs CP
+259.0%
-6.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.7% |
| 7D | +2.4% | +0.9% | +1.5% | +1.8% |
| 30D | +4.0% | +10.3% | -6.3% | -1.5% |
| 3M | +12.2% | +2.3% | +9.9% | +10.5% |
| 6M | +54.9% | +10.7% | +44.2% | +45.9% |
| YTD | +20.3% | +29.3% | -9.0% | +2.9% |
| 1Y | +22.7% | +31.5% | -8.7% | +4.0% |
| 3Y | +38.3% | +36.7% | +1.6% | +12.3% |
| 5Y | +6.5% | +26.8% | -20.3% | -11.5% |
| All | +252.6% | +259.0% | -6.4% | +85.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling