+20.4%
IQV vs PTC
-7.5%
+27.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.5% | +2.3% | -1.1% |
| 7D | +0.3% | -12.8% | +13.1% | +5.7% |
| 30D | +8.6% | -9.8% | +18.4% | +12.7% |
| 3M | +41.1% | -2.1% | +43.2% | +40.4% |
| 6M | +48.6% | -18.1% | +66.7% | +59.3% |
| YTD | +15.0% | -23.5% | +38.5% | +26.7% |
| 1Y | +38.1% | -37.4% | +75.5% | +65.2% |
| All | +20.4% | -7.5% | +27.9% | +8.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling