+37.3%
IQV vs CRS
+79.6%
-42.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.9% | +1.7% |
| 7D | -2.2% | -6.8% | +4.5% | -2.2% |
| 30D | +8.3% | -16.1% | +24.4% | +8.3% |
| 3M | +44.6% | -21.2% | +65.7% | +44.2% |
| 6M | +52.6% | +8.7% | +43.9% | +49.1% |
| YTD | +16.1% | +41.0% | -24.8% | +13.3% |
| 1Y | +37.3% | +82.7% | -45.4% | +28.8% |
| All | +37.3% | +79.6% | -42.3% | +28.8% |
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