+203.5%
PSA vs IQV
+492.3%
-288.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.1% | +0.7% |
| 7D | -0.4% | +0.3% | -0.7% | -0.5% |
| 30D | -8.2% | +8.6% | -16.8% | -10.1% |
| 3M | -2.1% | +41.1% | -43.3% | -10.6% |
| 6M | -0.2% | +48.6% | -48.8% | -10.6% |
| YTD | +18.5% | +15.0% | +3.5% | +12.6% |
| 1Y | +6.6% | +38.1% | -31.5% | -3.9% |
| 3Y | +24.5% | +21.4% | +3.1% | +13.5% |
| 5Y | +13.6% | -1.0% | +14.6% | +7.5% |
| 10Y | +102.0% | +233.0% | -131.0% | +40.5% |
| All | +203.5% | +492.3% | -288.8% | +78.0% |
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