+371.1%
PSX vs IQV
-2.1%
+373.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.8% |
| 7D | +1.8% | -2.6% | +4.4% | +2.2% |
| 30D | +21.6% | +6.2% | +15.4% | +20.3% |
| 3M | +46.5% | +38.0% | +8.5% | +37.7% |
| 6M | +62.0% | +43.9% | +18.1% | +50.5% |
| YTD | +106.3% | +14.0% | +92.3% | +99.8% |
| 1Y | +103.0% | +35.5% | +67.5% | +88.7% |
| 3Y | +135.5% | +20.3% | +115.2% | +117.6% |
| All | +371.1% | -2.1% | +373.1% | +323.9% |
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 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