+18.6%
IQV vs PL
+12.6%
+6.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.2% |
| 7D | -2.5% | +10.0% | -12.5% | -2.5% |
| 30D | +1.2% | -2.3% | +3.5% | +1.1% |
| 3M | +9.8% | -44.2% | +54.0% | +9.2% |
| 6M | +53.8% | -66.1% | +119.9% | +54.2% |
| YTD | +17.6% | -30.0% | +47.6% | +10.9% |
| 1Y | +18.6% | +21.0% | -2.4% | +9.3% |
| All | +18.6% | +12.6% | +6.0% | +9.3% |
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