+515.6%
IQV vs PFG
+394.5%
+121.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.4% | -1.8% | -2.6% |
| 7D | +0.3% | +6.0% | -5.7% | -2.3% |
| 30D | +8.6% | +2.2% | +6.4% | +7.4% |
| 3M | +41.1% | +10.4% | +30.7% | +34.4% |
| 6M | +48.6% | +27.8% | +20.8% | +32.3% |
| YTD | +15.0% | +33.6% | -18.7% | +0.3% |
| 1Y | +38.1% | +49.3% | -11.2% | +14.4% |
| 3Y | +21.4% | +69.7% | -48.3% | -5.7% |
| 5Y | -1.0% | +111.3% | -112.4% | -30.9% |
| 10Y | +233.0% | +240.3% | -7.3% | +69.1% |
| All | +515.6% | +394.5% | +121.1% | +181.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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