+515.6%
IQV vs CRL
+547.5%
-32.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.7% | -0.5% | -1.6% |
| 7D | +0.3% | -0.6% | +0.9% | +0.7% |
| 30D | +8.6% | +5.0% | +3.6% | +5.4% |
| 3M | +41.1% | +50.6% | -9.5% | +10.0% |
| 6M | +48.6% | +60.9% | -12.4% | +10.6% |
| YTD | +15.0% | +40.7% | -25.8% | -7.2% |
| 1Y | +38.1% | +73.3% | -35.2% | -2.2% |
| 3Y | +21.4% | +40.6% | -19.2% | -8.3% |
| 5Y | -1.0% | -37.0% | +35.9% | +16.5% |
| 10Y | +233.0% | +244.3% | -11.3% | +36.1% |
| All | +515.6% | +547.5% | -32.0% | +88.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded CRL 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling