+1.3%
IQV vs PL
+82.7%
-81.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.2% | -1.3% |
| 7D | +2.3% | -9.3% | +11.6% | +3.1% |
| 30D | +13.4% | -18.9% | +32.4% | +15.4% |
| 3M | +43.3% | -58.4% | +101.7% | +53.5% |
| 6M | +50.5% | -30.3% | +80.8% | +50.1% |
| YTD | +18.8% | -8.1% | +26.9% | +14.2% |
| 1Y | +45.5% | +180.5% | -135.0% | +20.0% |
| 3Y | +19.4% | +444.1% | -424.8% | -17.9% |
| All | +1.3% | +82.7% | -81.4% | -27.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling