+563.2%
PSX vs IQV
+492.3%
+70.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.2% | +4.8% | +2.7% |
| 7D | +2.8% | +0.3% | +2.5% | +2.6% |
| 30D | +27.8% | +8.6% | +19.2% | +23.9% |
| 3M | +42.0% | +41.1% | +0.9% | +23.7% |
| 6M | +58.1% | +48.6% | +9.6% | +33.5% |
| YTD | +105.0% | +15.0% | +90.0% | +88.9% |
| 1Y | +104.9% | +38.1% | +66.8% | +74.1% |
| 3Y | +134.1% | +21.4% | +112.7% | +100.3% |
| 5Y | +363.8% | -1.0% | +364.9% | +318.3% |
| 10Y | +370.1% | +233.0% | +137.1% | +136.8% |
| All | +563.2% | +492.3% | +70.9% | +174.4% |
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