+378.1%
PSX vs IQV
+242.6%
+135.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.4% | -0.2% |
| 7D | +1.7% | -2.2% | +4.0% | +2.5% |
| 30D | +15.6% | +8.3% | +7.3% | +12.2% |
| 3M | +46.5% | +44.6% | +1.9% | +26.5% |
| 6M | +55.0% | +52.6% | +2.4% | +29.7% |
| YTD | +105.3% | +16.1% | +89.2% | +88.7% |
| 1Y | +101.6% | +37.3% | +64.3% | +71.9% |
| 3Y | +134.1% | +21.6% | +112.6% | +100.3% |
| 5Y | +368.7% | +0.5% | +368.2% | +321.0% |
| All | +378.1% | +242.6% | +135.5% | +152.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling