+197.9%
PAAS vs IQV
+250.3%
-52.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -2.9% | -3.7% |
| 7D | -7.0% | +2.4% | -9.4% | -7.6% |
| 30D | -15.3% | +4.0% | -19.3% | -16.3% |
| 3M | -27.7% | +12.2% | -39.9% | -30.2% |
| 6M | -40.5% | +54.9% | -95.3% | -48.4% |
| YTD | -26.5% | +20.3% | -46.8% | -31.8% |
| 1Y | -0.8% | +22.7% | -23.5% | -8.6% |
| 3Y | +196.9% | +38.3% | +158.6% | +156.1% |
| 5Y | +49.2% | +6.5% | +42.7% | +38.0% |
| All | +197.9% | +250.3% | -52.4% | +91.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling