+246.6%
PAAS vs IQV
+18.7%
+227.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | 0.0% |
| 7D | +2.0% | +0.3% | +1.7% | +1.9% |
| 30D | -0.1% | +8.6% | -8.7% | -1.7% |
| 3M | +8.2% | +41.1% | -32.9% | +0.1% |
| 6M | -13.8% | +48.6% | -62.3% | -21.6% |
| YTD | -0.6% | +15.0% | -15.6% | -4.7% |
| 1Y | +44.0% | +38.1% | +5.9% | +31.8% |
| 3Y | +246.6% | +21.4% | +225.2% | +236.8% |
| All | +246.6% | +18.7% | +227.9% | +236.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling