+22.4%
PH vs IQV
+39.4%
-17.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | -3.1% | -5.3% | +2.1% | -2.9% |
| 30D | -11.8% | +5.5% | -17.3% | -12.0% |
| 3M | +6.9% | +41.2% | -34.3% | +4.4% |
| 6M | -1.3% | +50.5% | -51.8% | -4.2% |
| YTD | +7.0% | +14.1% | -7.2% | +7.4% |
| All | +22.4% | +39.4% | -17.0% | +18.3% |
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 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