+7.0%
PAYX vs IQV
+22.1%
-15.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.1% |
| 7D | -4.9% | -2.2% | -2.6% | -4.3% |
| 30D | -3.8% | +8.3% | -12.1% | -5.5% |
| 3M | +17.9% | +44.6% | -26.7% | +8.5% |
| 6M | +26.1% | +52.6% | -26.5% | +14.4% |
| YTD | +6.7% | +16.1% | -9.4% | +2.2% |
| 1Y | -10.7% | +37.3% | -48.0% | -17.6% |
| 3Y | +7.0% | +21.6% | -14.6% | -1.3% |
| All | +7.0% | +22.1% | -15.1% | -1.3% |
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 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