+67.1%
PWR vs IQV
+41.8%
+25.3%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +5.3% |
| 7D | +4.2% | -2.2% | +6.4% | +3.9% |
| 30D | -4.0% | +8.3% | -12.3% | -3.1% |
| 3M | -4.8% | +44.6% | -49.3% | -3.0% |
| 6M | +14.6% | +52.6% | -37.9% | +16.2% |
| YTD | +54.2% | +16.1% | +38.1% | +58.6% |
| 1Y | +67.1% | +37.3% | +29.8% | +65.3% |
| All | +67.1% | +41.8% | +25.3% | +65.3% |
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