-19.3%
PYPL vs IQV
+41.8%
-61.0%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -1.0% | +0.2% |
| 7D | -2.3% | -2.2% | 0.0% | -1.5% |
| 30D | -9.0% | +8.3% | -17.3% | -11.3% |
| 3M | +30.6% | +44.6% | -14.0% | +15.0% |
| 6M | +18.6% | +52.6% | -34.0% | +2.3% |
| YTD | -7.2% | +16.1% | -23.3% | -3.3% |
| 1Y | -19.3% | +37.3% | -56.5% | -14.4% |
| All | -19.3% | +41.8% | -61.0% | -14.4% |
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 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