-8.6%
PATH vs IQV
+30.8%
-39.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.7% | -1.4% |
| 7D | -2.7% | +7.9% | -10.6% | -6.4% |
| 30D | -3.7% | +7.3% | -11.0% | -7.1% |
| 3M | -13.8% | +16.8% | -30.6% | -20.0% |
| 6M | +20.3% | +56.0% | -35.7% | -3.7% |
| YTD | -20.8% | +23.7% | -44.5% | -31.4% |
| All | -8.6% | +30.8% | -39.4% | -20.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling