-21.8%
PATH vs IQV
+34.7%
-56.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.4% | -4.1% | -3.9% |
| 7D | -5.6% | -3.7% | -1.9% | -3.8% |
| 30D | -0.7% | +1.9% | -2.6% | -1.6% |
| 3M | -5.9% | +12.2% | -18.1% | -11.1% |
| 6M | +21.6% | +50.1% | -28.6% | -2.0% |
| YTD | -20.6% | +17.5% | -38.1% | -28.4% |
| 1Y | -10.6% | +26.1% | -36.6% | -22.4% |
| All | -21.8% | +34.7% | -56.5% | -40.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling