+37.3%
IQV vs CRBG
+7.7%
+29.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.3% |
| 7D | -2.2% | +0.6% | -2.8% | -2.4% |
| 30D | +8.3% | +2.6% | +5.7% | +7.4% |
| 3M | +44.6% | +24.0% | +20.6% | +34.9% |
| 6M | +52.6% | +50.5% | +2.1% | +32.2% |
| YTD | +16.1% | +17.1% | -1.0% | +10.9% |
| 1Y | +37.3% | +5.9% | +31.4% | +33.0% |
| All | +37.3% | +7.7% | +29.6% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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