+46.5%
PYPL vs IQV
+257.6%
-211.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.2% | 0.0% | -1.5% |
| 7D | +1.7% | +0.3% | +1.4% | +1.6% |
| 30D | -9.7% | +8.6% | -18.3% | -13.8% |
| 3M | +29.2% | +41.1% | -11.9% | +5.4% |
| 6M | +13.9% | +48.6% | -34.7% | -11.3% |
| YTD | -8.1% | +15.0% | -23.1% | -16.9% |
| 1Y | -21.4% | +38.1% | -59.5% | -36.6% |
| 3Y | -11.8% | +21.4% | -33.2% | -26.9% |
| 5Y | -81.1% | -1.0% | -80.1% | -82.6% |
| 10Y | +36.9% | +233.0% | -196.0% | -38.7% |
| All | +46.5% | +257.6% | -211.1% | -37.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling