+30.1%
PCAR vs IQV
+46.0%
-15.9%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.3% |
| 7D | -0.5% | +2.3% | -2.8% | -0.8% |
| 30D | -6.2% | +13.4% | -19.7% | -7.5% |
| 3M | +5.9% | +43.3% | -37.4% | +1.6% |
| 6M | +0.4% | +50.5% | -50.1% | -4.4% |
| YTD | +14.8% | +18.8% | -4.0% | +12.6% |
| 1Y | +30.1% | +45.5% | -15.4% | +23.3% |
| All | +30.1% | +46.0% | -15.9% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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