-78.0%
PATH vs IQV
+23.7%
-101.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.4% | -15.2% | -15.7% |
| 7D | -16.3% | +2.3% | -18.6% | -17.5% |
| 30D | +9.9% | +13.4% | -3.5% | +1.2% |
| 3M | +30.2% | +43.3% | -13.1% | +0.8% |
| 6M | +37.2% | +50.5% | -13.3% | +2.0% |
| YTD | -7.3% | +18.8% | -26.1% | -19.6% |
| 1Y | +40.0% | +45.5% | -5.5% | +3.9% |
| 3Y | -4.4% | +19.4% | -23.8% | -20.7% |
| 5Y | -76.0% | +1.7% | -77.8% | -78.6% |
| All | -78.0% | +23.7% | -101.7% | -84.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling