+18.7%
PATH vs IQV
+39.6%
-20.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -3.2% | -4.6% | -6.1% |
| 7D | -22.8% | +0.3% | -23.1% | -22.7% |
| 30D | -6.9% | +8.6% | -15.5% | -10.3% |
| 3M | +25.4% | +41.1% | -15.7% | +5.4% |
| 6M | +18.1% | +48.6% | -30.4% | -3.1% |
| YTD | -14.5% | +15.0% | -29.5% | -22.7% |
| 1Y | +18.7% | +38.1% | -19.4% | -0.3% |
| All | +18.7% | +39.6% | -20.9% | -0.3% |
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