+45.5%
IQV vs PEG
-7.0%
+52.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.5% |
| 7D | +2.3% | +0.7% | +1.6% | +2.5% |
| 30D | +13.4% | -2.4% | +15.9% | +12.6% |
| 3M | +43.3% | -4.8% | +48.1% | +41.7% |
| 6M | +50.5% | -10.7% | +61.2% | +46.8% |
| YTD | +18.8% | -6.7% | +25.5% | +16.7% |
| 1Y | +45.5% | -6.8% | +52.3% | +42.3% |
| All | +45.5% | -7.0% | +52.5% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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