+438.6%
PWR vs IQV
-1.9%
+440.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | -0.2% | -5.3% | +5.1% | +1.1% |
| 30D | -7.7% | +5.5% | -13.3% | -9.1% |
| 3M | -4.9% | +41.2% | -46.2% | -15.1% |
| 6M | +9.7% | +50.5% | -40.8% | -5.0% |
| YTD | +46.7% | +14.1% | +32.5% | +38.5% |
| 1Y | +58.7% | +39.9% | +18.8% | +37.8% |
| 3Y | +200.7% | +20.5% | +180.2% | +168.7% |
| 5Y | +438.6% | -1.2% | +439.8% | +429.0% |
| All | +438.6% | -1.9% | +440.5% | +429.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling