+38.1%
IQV vs PL
+131.1%
-93.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.7% | -1.5% | -3.2% |
| 7D | +0.3% | -7.5% | +7.9% | +0.3% |
| 30D | +8.6% | -25.6% | +34.2% | +8.6% |
| 3M | +41.1% | -45.6% | +86.7% | +41.9% |
| 6M | +48.6% | -29.5% | +78.1% | +44.6% |
| YTD | +15.0% | -9.7% | +24.7% | +9.8% |
| 1Y | +38.1% | +84.4% | -46.3% | +18.5% |
| All | +38.1% | +131.1% | -93.0% | +18.5% |
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