+72.9%
PBR vs IQV
+25.1%
+47.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +0.5% | -7.4% | -7.0% |
| 7D | -11.0% | -5.5% | -5.5% | -11.3% |
| 30D | -18.8% | -0.9% | -17.9% | -18.7% |
| 3M | +7.8% | +15.6% | -7.8% | +9.4% |
| 6M | -7.6% | +63.9% | -71.5% | -2.9% |
| YTD | +72.7% | +17.0% | +55.6% | +78.8% |
| 1Y | +72.9% | +25.0% | +47.9% | +79.2% |
| All | +72.9% | +25.1% | +47.8% | +79.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling