+32.5%
PFE vs IQV
+236.7%
-204.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -4.0% | -5.3% | +1.2% | -2.6% |
| 30D | +3.9% | +5.5% | -1.7% | +2.3% |
| 3M | +9.9% | +41.2% | -31.3% | -0.9% |
| 6M | +5.3% | +50.5% | -45.2% | -7.3% |
| YTD | +16.8% | +14.1% | +2.6% | +10.7% |
| 1Y | +20.4% | +39.9% | -19.5% | +7.4% |
| 3Y | -2.1% | +20.5% | -22.6% | -11.4% |
| 5Y | -21.0% | -1.2% | -19.8% | -25.8% |
| All | +32.5% | +236.7% | -204.3% | -16.1% |
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 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