-75.2%
PATH vs IQV
+4.0%
-79.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +2.8% |
| 7D | +2.1% | -2.5% | +4.5% | +3.7% |
| 30D | +1.6% | +1.2% | +0.4% | +0.6% |
| 3M | -20.4% | +9.8% | -30.2% | -25.5% |
| 6M | +40.1% | +53.8% | -13.7% | +2.4% |
| YTD | -19.0% | +17.6% | -36.7% | -29.6% |
| 1Y | -5.8% | +18.6% | -24.4% | -18.9% |
| 3Y | -22.9% | +36.9% | -59.8% | -44.7% |
| All | -75.2% | +4.0% | -79.2% | -78.3% |
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 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