+25.0%
IQV vs CRS
-3.8%
+28.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.0% | +0.4% |
| 7D | -5.5% | +4.3% | -9.8% | -5.2% |
| 30D | -0.9% | -25.5% | +24.6% | -2.0% |
| 3M | +15.6% | -48.7% | +64.3% | +12.1% |
| 6M | +63.9% | -31.6% | +95.5% | +57.6% |
| YTD | +17.0% | -7.0% | +24.1% | +17.8% |
| 1Y | +25.0% | -4.5% | +29.5% | +25.4% |
| All | +25.0% | -3.8% | +28.8% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 CRS 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