+485.4%
P vs IQV
+281.1%
+204.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.4% | +2.8% | +2.1% |
| 7D | +6.5% | +2.3% | +4.2% | +5.3% |
| 30D | +18.8% | +13.4% | +5.4% | +11.2% |
| 3M | +26.7% | +43.3% | -16.5% | +2.6% |
| 6M | +62.2% | +50.5% | +11.6% | +24.6% |
| YTD | +48.5% | +18.8% | +29.7% | +29.1% |
| 1Y | +26.4% | +45.5% | -19.1% | -3.7% |
| 3Y | +159.4% | +19.4% | +140.0% | +110.5% |
| 5Y | +275.8% | +1.7% | +274.1% | +230.3% |
| 10Y | +732.0% | +247.9% | +484.1% | +222.9% |
| All | +485.4% | +281.1% | +204.3% | +107.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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