+116.1%
PAAS vs IQV
-1.9%
+118.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | +0.2% |
| 7D | +2.0% | +0.3% | +1.7% | +1.9% |
| 30D | -0.1% | +8.6% | -8.7% | -2.1% |
| 3M | +8.2% | +41.1% | -32.9% | -1.8% |
| 6M | -13.8% | +48.6% | -62.3% | -23.4% |
| YTD | -0.6% | +15.0% | -15.6% | -5.6% |
| 1Y | +44.0% | +38.1% | +5.9% | +29.2% |
| 3Y | +246.6% | +21.4% | +225.2% | +218.9% |
| 5Y | +116.1% | -1.0% | +117.1% | +97.4% |
| All | +116.1% | -1.9% | +118.0% | +97.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling