+39.9%
IQV vs CP
+20.0%
+19.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.3% |
| 7D | -5.3% | -2.7% | -2.6% | -4.9% |
| 30D | +5.5% | -3.4% | +8.9% | +6.0% |
| 3M | +41.2% | -0.6% | +41.9% | +41.8% |
| 6M | +50.5% | +6.3% | +44.2% | +50.6% |
| YTD | +14.1% | +21.2% | -7.0% | +13.0% |
| 1Y | +39.9% | +20.0% | +19.9% | +36.0% |
| All | +39.9% | +20.0% | +19.9% | +36.0% |
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