+42.7%
IQV vs PCOR
-17.3%
+60.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.3% | +2.8% | -0.4% |
| 7D | +2.3% | -9.0% | +11.3% | +4.6% |
| 30D | +13.4% | +4.2% | +9.3% | +12.1% |
| 3M | +43.3% | +14.4% | +28.9% | +37.2% |
| 6M | +50.5% | +0.2% | +50.4% | +45.9% |
| YTD | +18.8% | -20.3% | +39.0% | +20.9% |
| All | +42.7% | -17.3% | +60.0% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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