+57.9%
PPL vs IQV
+36.2%
+21.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +1.4% |
| 7D | -0.4% | -2.5% | +2.1% | -0.3% |
| 30D | +2.6% | +1.2% | +1.5% | +2.6% |
| 3M | +0.8% | +9.8% | -9.0% | +0.3% |
| 6M | +1.4% | +53.8% | -52.4% | -0.9% |
| YTD | +4.3% | +17.6% | -13.3% | +3.8% |
| 1Y | +0.8% | +18.6% | -17.8% | +0.2% |
| 3Y | +57.9% | +36.9% | +21.0% | +43.3% |
| All | +57.9% | +36.2% | +21.7% | +43.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling