+316.7%
PANW vs IQV
-0.1%
+316.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.1% | -2.9% |
| 7D | -0.8% | -2.2% | +1.5% | -0.1% |
| 30D | -14.6% | +8.3% | -22.9% | -17.1% |
| 3M | +18.3% | +44.6% | -26.3% | +2.4% |
| 6M | +100.5% | +52.6% | +47.9% | +69.0% |
| YTD | +79.5% | +16.1% | +63.4% | +67.3% |
| 1Y | +66.7% | +37.3% | +29.4% | +44.9% |
| 3Y | +161.2% | +21.6% | +139.7% | +128.3% |
| All | +316.7% | -0.1% | +316.8% | +307.5% |
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 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