+236.7%
IQV vs PNR
+66.2%
+170.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.9% |
| 7D | -2.2% | -6.0% | +3.8% | +1.1% |
| 30D | +8.3% | -14.0% | +22.3% | +17.3% |
| 3M | +44.6% | -21.7% | +66.3% | +63.1% |
| 6M | +52.6% | -37.3% | +89.8% | +93.2% |
| YTD | +16.1% | -45.1% | +61.3% | +58.6% |
| 1Y | +37.3% | -49.1% | +86.4% | +95.5% |
| 3Y | +21.6% | -14.8% | +36.4% | +26.5% |
| 5Y | +0.5% | -21.0% | +21.5% | +5.7% |
| All | +236.7% | +66.2% | +170.6% | +121.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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