+21.4%
IQV vs PRU
+46.6%
-25.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.2% | -1.0% | -1.9% |
| 7D | +0.3% | +1.9% | -1.6% | -0.7% |
| 30D | +8.6% | -0.4% | +9.0% | +8.8% |
| 3M | +41.1% | +16.4% | +24.7% | +28.7% |
| 6M | +48.6% | +26.0% | +22.5% | +28.6% |
| YTD | +15.0% | +9.9% | +5.1% | +8.1% |
| 1Y | +38.1% | +18.8% | +19.3% | +23.7% |
| 3Y | +21.4% | +45.3% | -24.0% | -7.7% |
| All | +21.4% | +46.6% | -25.2% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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