+45.5%
IQV vs PTC
-33.3%
+78.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.0% | +4.6% | +0.5% |
| 7D | +2.3% | -10.3% | +12.6% | +5.9% |
| 30D | +13.4% | +1.1% | +12.3% | +12.6% |
| 3M | +43.3% | +1.6% | +41.7% | +40.7% |
| 6M | +50.5% | -13.5% | +64.0% | +57.8% |
| YTD | +18.8% | -19.1% | +37.8% | +26.8% |
| 1Y | +45.5% | -33.9% | +79.3% | +65.9% |
| All | +45.5% | -33.3% | +78.7% | +65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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