+2,521.4%
PWR vs IQV
+242.6%
+2,278.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +4.5% |
| 7D | +4.2% | -2.2% | +6.4% | +5.0% |
| 30D | -4.0% | +8.3% | -12.3% | -7.0% |
| 3M | -4.8% | +44.6% | -49.3% | -19.2% |
| 6M | +14.6% | +52.6% | -37.9% | -6.3% |
| YTD | +54.2% | +16.1% | +38.1% | +39.8% |
| 1Y | +67.1% | +37.3% | +29.8% | +39.7% |
| 3Y | +218.5% | +21.6% | +196.9% | +170.1% |
| 5Y | +466.3% | +0.5% | +465.8% | +417.0% |
| All | +2,521.4% | +242.6% | +2,278.8% | +1,310.0% |
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 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