+250.3%
PH vs IQV
-1.9%
+252.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | -3.1% | -5.3% | +2.1% | -1.4% |
| 30D | -11.8% | +5.5% | -17.3% | -13.5% |
| 3M | +6.9% | +41.2% | -34.3% | -6.4% |
| 6M | -1.3% | +50.5% | -51.8% | -16.5% |
| YTD | +7.0% | +14.1% | -7.2% | 0.0% |
| 1Y | +23.1% | +39.9% | -16.8% | +4.8% |
| 3Y | +135.4% | +20.5% | +114.9% | +106.1% |
| 5Y | +250.3% | -1.2% | +251.6% | +220.2% |
| All | +250.3% | -1.9% | +252.3% | +220.2% |
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