+542.7%
PBR vs IQV
-0.1%
+542.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.6% | -1.0% |
| 7D | +5.4% | -2.2% | +7.6% | +5.6% |
| 30D | +22.9% | +8.3% | +14.6% | +21.9% |
| 3M | +19.6% | +44.6% | -24.9% | +15.1% |
| 6M | +16.5% | +52.6% | -36.1% | +11.0% |
| YTD | +86.7% | +16.1% | +70.5% | +83.9% |
| 1Y | +74.7% | +37.3% | +37.4% | +67.4% |
| 3Y | +102.6% | +21.6% | +81.0% | +92.6% |
| All | +542.7% | -0.1% | +542.8% | +530.1% |
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