+410.7%
PAAS vs IQV
+511.9%
-101.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -2.0% |
| 7D | -2.9% | +2.3% | -5.2% | -3.5% |
| 30D | +6.8% | +13.4% | -6.6% | +3.2% |
| 3M | -2.9% | +43.3% | -46.2% | -12.8% |
| 6M | -16.4% | +50.5% | -67.0% | -26.5% |
| YTD | 0.0% | +18.8% | -18.8% | -6.2% |
| 1Y | +54.3% | +45.5% | +8.9% | +35.9% |
| 3Y | +230.7% | +19.4% | +211.3% | +202.1% |
| 5Y | +111.6% | +1.7% | +109.9% | +99.0% |
| 10Y | +211.7% | +247.9% | -36.2% | +113.3% |
| All | +410.7% | +511.9% | -101.2% | +230.5% |
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