+40.4%
IQV vs PRU
+56.1%
-15.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -1.9% |
| 7D | +4.8% | +3.8% | +1.0% | +2.3% |
| 30D | +5.9% | +9.0% | -3.2% | +0.4% |
| 3M | +13.7% | +2.1% | +11.6% | +11.8% |
| 6M | +54.0% | +25.4% | +28.6% | +33.6% |
| YTD | +22.1% | +13.5% | +8.5% | +12.3% |
| 1Y | +29.1% | +21.3% | +7.8% | +14.1% |
| 3Y | +40.4% | +55.1% | -14.7% | +2.5% |
| All | +40.4% | +56.1% | -15.8% | +2.5% |
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