+66.2%
PWR vs IQV
+46.0%
+20.2%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +0.5% |
| 7D | +3.6% | +2.3% | +1.3% | +3.9% |
| 30D | -8.6% | +13.4% | -22.0% | -7.1% |
| 3M | -13.2% | +43.3% | -56.4% | -10.8% |
| 6M | +9.9% | +50.5% | -40.6% | +12.6% |
| YTD | +48.0% | +18.8% | +29.2% | +52.4% |
| 1Y | +66.2% | +45.5% | +20.7% | +68.9% |
| All | +66.2% | +46.0% | +20.2% | +68.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling