+21.4%
IQV vs CP
+20.4%
+1.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -3.0% |
| 7D | +0.3% | +2.4% | -2.1% | -0.6% |
| 30D | +8.6% | -0.5% | +9.1% | +8.8% |
| 3M | +41.1% | +1.4% | +39.7% | +40.4% |
| 6M | +48.6% | +10.3% | +38.2% | +42.3% |
| YTD | +15.0% | +24.3% | -9.3% | +4.0% |
| 1Y | +38.1% | +20.4% | +17.7% | +26.6% |
| 3Y | +21.4% | +21.8% | -0.4% | +6.0% |
| All | +21.4% | +20.4% | +1.0% | +6.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling