+236.7%
IQV vs CP
+232.0%
+4.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.5% |
| 7D | -2.2% | -2.6% | +0.3% | -0.9% |
| 30D | +8.3% | -3.7% | +12.0% | +10.5% |
| 3M | +44.6% | +0.1% | +44.4% | +44.4% |
| 6M | +52.6% | +7.8% | +44.7% | +45.4% |
| YTD | +16.1% | +21.7% | -5.6% | +2.8% |
| 1Y | +37.3% | +18.6% | +18.7% | +23.1% |
| 3Y | +21.6% | +17.5% | +4.0% | +7.5% |
| 5Y | +0.5% | +35.4% | -34.9% | -19.8% |
| All | +236.7% | +232.0% | +4.7% | +72.2% |
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