+510.3%
IQV vs PEG
+229.9%
+280.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | +0.1% |
| 7D | -2.6% | -1.0% | -1.6% | -2.2% |
| 30D | +6.2% | -2.6% | +8.8% | +7.3% |
| 3M | +38.0% | -7.6% | +45.6% | +42.4% |
| 6M | +43.9% | -12.2% | +56.1% | +50.9% |
| YTD | +14.0% | -8.1% | +22.1% | +16.6% |
| 1Y | +35.5% | -7.0% | +42.5% | +37.4% |
| 3Y | +20.3% | +30.6% | -10.2% | +2.9% |
| 5Y | -1.6% | +34.4% | -36.0% | -17.3% |
| 10Y | +233.4% | +146.5% | +87.0% | +128.7% |
| All | +510.3% | +229.9% | +280.3% | +308.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling