+23.6%
PAYX vs IQV
-0.1%
+23.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | 0.0% |
| 7D | -4.9% | -2.2% | -2.6% | -4.2% |
| 30D | -3.8% | +8.3% | -12.1% | -6.2% |
| 3M | +17.9% | +44.6% | -26.7% | +4.7% |
| 6M | +26.1% | +52.6% | -26.5% | +9.5% |
| YTD | +6.7% | +16.1% | -9.4% | +0.6% |
| 1Y | -10.7% | +37.3% | -48.0% | -20.8% |
| 3Y | +7.0% | +21.6% | -14.6% | -4.5% |
| All | +23.6% | -0.1% | +23.7% | +18.7% |
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