+40.1%
PYPL vs IQV
+242.6%
-202.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -1.0% | -0.2% |
| 7D | -2.3% | -2.2% | 0.0% | -1.0% |
| 30D | -9.0% | +8.3% | -17.3% | -13.0% |
| 3M | +30.6% | +44.6% | -14.0% | +5.1% |
| 6M | +18.6% | +52.6% | -34.0% | -9.0% |
| YTD | -7.2% | +16.1% | -23.3% | -16.4% |
| 1Y | -19.3% | +37.3% | -56.5% | -34.6% |
| 3Y | -12.3% | +21.6% | -33.9% | -27.3% |
| 5Y | -80.9% | +0.5% | -81.4% | -82.5% |
| All | +40.1% | +242.6% | -202.5% | -32.4% |
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