+521.6%
IQV vs PSLV
+123.3%
+398.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.5% | +1.7% |
| 7D | -2.2% | -3.5% | +1.2% | -1.8% |
| 30D | +8.3% | -2.1% | +10.4% | +8.6% |
| 3M | +44.6% | -1.6% | +46.2% | +44.5% |
| 6M | +52.6% | -25.5% | +78.1% | +58.3% |
| YTD | +16.1% | -11.4% | +27.5% | +15.1% |
| 1Y | +37.3% | +48.6% | -11.3% | +23.9% |
| 3Y | +21.6% | +166.9% | -145.3% | -2.0% |
| 5Y | +0.5% | +152.4% | -151.9% | -19.3% |
| 10Y | +239.7% | +187.8% | +51.9% | +152.9% |
| All | +521.6% | +123.3% | +398.3% | +356.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 all: compounded portfolio wealth divided by compounded PSLV 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…
all analysis · Full analysis span regression · 6 months rolling