+45.5%
IQV vs PL
+176.6%
-131.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.2% | -1.4% |
| 7D | +2.3% | -9.3% | +11.6% | +2.3% |
| 30D | +13.4% | -18.9% | +32.4% | +13.4% |
| 3M | +43.3% | -58.4% | +101.7% | +44.7% |
| 6M | +50.5% | -30.3% | +80.8% | +48.0% |
| YTD | +18.8% | -8.1% | +26.9% | +15.4% |
| 1Y | +45.5% | +180.5% | -135.0% | +38.8% |
| All | +45.5% | +176.6% | -131.2% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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