+17.9%
IQV vs PL
+45.6%
-27.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.3% |
| 7D | +4.8% | +5.6% | -0.8% | +4.1% |
| 30D | +5.9% | -16.9% | +22.8% | +7.3% |
| 3M | +13.7% | -38.2% | +51.9% | +17.9% |
| 6M | +54.0% | -63.4% | +117.4% | +65.3% |
| YTD | +22.1% | -27.6% | +49.7% | +19.3% |
| 1Y | +29.1% | +6.6% | +22.6% | +19.8% |
| 3Y | +40.4% | +557.6% | -517.2% | -7.4% |
| 5Y | +9.1% | +39.5% | -30.4% | -18.8% |
| All | +17.9% | +45.6% | -27.7% | -12.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling