+38.1%
IQV vs PR
+74.4%
-36.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.2% | -4.4% | -3.1% |
| 7D | +0.3% | -0.6% | +0.9% | +0.3% |
| 30D | +8.6% | +17.4% | -8.8% | +10.1% |
| 3M | +41.1% | +21.8% | +19.4% | +43.4% |
| 6M | +48.6% | +27.6% | +21.0% | +49.3% |
| YTD | +15.0% | +71.4% | -56.4% | +16.2% |
| 1Y | +38.1% | +78.3% | -40.2% | +37.6% |
| All | +38.1% | +74.4% | -36.3% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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