+50.5%
IQV vs PTC
-13.4%
+63.9%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.0% | +4.6% | +0.3% |
| 7D | +2.3% | -10.3% | +12.6% | +5.4% |
| 30D | +13.4% | +1.1% | +12.3% | +12.8% |
| 3M | +43.3% | +1.6% | +41.7% | +40.3% |
| 6M | +50.5% | -13.5% | +64.0% | +65.7% |
| All | +50.5% | -13.4% | +63.9% | +65.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling