+218.5%
PWR vs IQV
+22.1%
+196.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +4.9% |
| 7D | +4.2% | -2.2% | +6.4% | +4.5% |
| 30D | -4.0% | +8.3% | -12.3% | -5.2% |
| 3M | -4.8% | +44.6% | -49.3% | -11.5% |
| 6M | +14.6% | +52.6% | -37.9% | +4.5% |
| YTD | +54.2% | +16.1% | +38.1% | +49.9% |
| 1Y | +67.1% | +37.3% | +29.8% | +53.9% |
| 3Y | +218.5% | +21.6% | +196.9% | +196.7% |
| All | +218.5% | +22.1% | +196.4% | +196.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling