-77.0%
PATH vs IQV
+9.4%
-86.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -1.9% |
| 7D | -5.3% | +1.7% | -7.0% | -6.5% |
| 30D | -0.5% | +5.3% | -5.9% | -4.0% |
| 3M | -7.1% | +17.0% | -24.1% | -16.5% |
| 6M | +23.8% | +54.0% | -30.2% | -9.4% |
| YTD | -20.7% | +20.6% | -41.3% | -32.2% |
| 1Y | -8.1% | +28.9% | -37.0% | -25.4% |
| 3Y | -21.8% | +37.0% | -58.8% | -43.3% |
| All | -77.0% | +9.4% | -86.3% | -80.3% |
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