+48.5%
PFE vs IQV
+250.3%
-201.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.8% |
| 7D | -2.1% | +2.4% | -4.5% | -2.7% |
| 30D | +3.1% | +4.0% | -0.9% | +1.8% |
| 3M | +11.2% | +12.2% | -1.0% | +7.4% |
| 6M | +15.0% | +54.9% | -39.8% | +0.7% |
| YTD | +23.5% | +20.3% | +3.3% | +15.2% |
| 1Y | +18.9% | +22.7% | -3.8% | +10.2% |
| 3Y | +18.7% | +38.3% | -19.6% | +3.3% |
| 5Y | -24.0% | +6.5% | -30.5% | -30.2% |
| All | +48.5% | +250.3% | -201.8% | -2.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling