+2.4%
IQV vs PEG
+36.3%
-33.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.8% |
| 7D | -2.2% | -0.9% | -1.4% | -1.9% |
| 30D | +8.3% | -3.7% | +12.0% | +9.9% |
| 3M | +44.6% | -7.3% | +51.9% | +48.8% |
| 6M | +52.6% | -10.5% | +63.0% | +58.6% |
| YTD | +16.1% | -7.5% | +23.6% | +18.2% |
| 1Y | +37.3% | -8.7% | +46.0% | +40.2% |
| 3Y | +21.6% | +31.4% | -9.8% | -2.6% |
| All | +2.4% | +36.3% | -33.9% | -18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling