+84.4%
PFE vs IQV
+511.9%
-427.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.8% |
| 7D | +1.8% | +2.3% | -0.5% | +1.1% |
| 30D | +10.2% | +13.4% | -3.2% | +6.3% |
| 3M | +12.7% | +43.3% | -30.6% | +1.0% |
| 6M | +10.5% | +50.5% | -40.0% | -3.0% |
| YTD | +20.2% | +18.8% | +1.4% | +12.4% |
| 1Y | +24.1% | +45.5% | -21.4% | +9.2% |
| 3Y | -3.6% | +19.4% | -22.9% | -12.5% |
| 5Y | -20.9% | +1.7% | -22.6% | -26.4% |
| 10Y | +35.8% | +247.9% | -212.1% | -17.4% |
| All | +84.4% | +511.9% | -427.5% | -2.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling