+21.6%
IQV vs PNR
-14.5%
+36.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.9% |
| 7D | -2.2% | -6.0% | +3.8% | +0.7% |
| 30D | +8.3% | -14.0% | +22.3% | +16.2% |
| 3M | +44.6% | -21.7% | +66.3% | +60.4% |
| 6M | +52.6% | -37.3% | +89.8% | +88.9% |
| YTD | +16.1% | -45.1% | +61.3% | +54.8% |
| 1Y | +37.3% | -49.1% | +86.4% | +90.3% |
| 3Y | +21.6% | -14.8% | +36.4% | +22.6% |
| All | +21.6% | -14.5% | +36.0% | +22.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling