+48.5%
PPL vs IQV
+9.4%
+39.1%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -0.9% |
| 7D | +0.4% | +1.7% | -1.3% | +0.2% |
| 30D | +5.4% | +5.3% | +0.1% | +4.7% |
| 3M | +4.3% | +17.0% | -12.7% | +2.0% |
| 6M | -1.3% | +54.0% | -55.4% | -7.4% |
| YTD | +4.7% | +20.6% | -15.9% | +1.6% |
| 1Y | +1.3% | +28.9% | -27.7% | -2.9% |
| 3Y | +57.2% | +37.0% | +20.2% | +45.1% |
| All | +48.5% | +9.4% | +39.1% | +39.3% |
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 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