+37.3%
IQV vs PEG
-8.5%
+45.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.7% |
| 7D | -2.2% | -0.9% | -1.4% | -2.5% |
| 30D | +8.3% | -3.7% | +12.0% | +7.2% |
| 3M | +44.6% | -7.3% | +51.9% | +41.9% |
| 6M | +52.6% | -10.5% | +63.0% | +49.1% |
| YTD | +16.1% | -7.5% | +23.6% | +13.7% |
| 1Y | +37.3% | -8.7% | +46.0% | +33.2% |
| All | +37.3% | -8.5% | +45.8% | +33.2% |
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