+236.7%
IQV vs PTC
+205.0%
+31.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.0% |
| 7D | -2.2% | -7.3% | +5.0% | +1.1% |
| 30D | +8.3% | -11.6% | +19.9% | +14.1% |
| 3M | +44.6% | +10.5% | +34.1% | +36.9% |
| 6M | +52.6% | -17.8% | +70.4% | +64.0% |
| YTD | +16.1% | -24.9% | +41.1% | +30.0% |
| 1Y | +37.3% | -36.8% | +74.1% | +65.8% |
| 3Y | +21.6% | -8.7% | +30.3% | +20.3% |
| 5Y | +0.5% | +4.1% | -3.6% | -8.1% |
| All | +236.7% | +205.0% | +31.7% | +85.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling