+37.3%
IQV vs PNC
+25.1%
+12.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.6% |
| 7D | -2.2% | -0.6% | -1.7% | -2.1% |
| 30D | +8.3% | -4.4% | +12.7% | +9.3% |
| 3M | +44.6% | +5.2% | +39.3% | +42.5% |
| 6M | +52.6% | +20.6% | +31.9% | +46.3% |
| YTD | +16.1% | +19.8% | -3.6% | +10.0% |
| 1Y | +37.3% | +24.4% | +12.8% | +24.3% |
| All | +37.3% | +25.1% | +12.1% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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