+3,890.9%
PANW vs IQV
+498.2%
+3,392.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.1% | -3.1% |
| 7D | -0.8% | -2.2% | +1.5% | +0.1% |
| 30D | -14.6% | +8.3% | -22.9% | -17.8% |
| 3M | +18.3% | +44.6% | -26.3% | -1.6% |
| 6M | +100.5% | +52.6% | +47.9% | +61.3% |
| YTD | +79.5% | +16.1% | +63.4% | +62.9% |
| 1Y | +66.7% | +37.3% | +29.4% | +38.8% |
| 3Y | +161.2% | +21.6% | +139.7% | +118.1% |
| 5Y | +322.2% | +0.5% | +321.7% | +283.1% |
| 10Y | +1,273.8% | +239.7% | +1,034.1% | +497.2% |
| All | +3,890.9% | +498.2% | +3,392.8% | +1,121.5% |
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