+18.6%
IQV vs CP
+31.6%
-13.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.2% |
| 7D | -2.5% | +2.1% | -4.6% | -2.7% |
| 30D | +1.2% | +9.3% | -8.1% | +0.1% |
| 3M | +9.8% | +0.5% | +9.3% | +9.6% |
| 6M | +53.8% | +10.4% | +43.4% | +53.2% |
| YTD | +17.6% | +28.7% | -11.1% | +16.9% |
| 1Y | +18.6% | +33.2% | -14.6% | +14.3% |
| All | +18.6% | +31.6% | -13.0% | +14.3% |
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