+28.0%
PCAR vs IQV
+34.3%
-6.3%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.4% |
| 7D | -0.2% | -2.6% | +2.4% | +0.1% |
| 30D | -6.9% | +6.2% | -13.1% | -7.5% |
| 3M | +2.1% | +38.0% | -35.9% | -1.6% |
| 6M | +1.6% | +43.9% | -42.3% | -2.7% |
| YTD | +12.2% | +14.0% | -1.8% | +10.6% |
| 1Y | +28.0% | +35.5% | -7.5% | +22.2% |
| All | +28.0% | +34.3% | -6.3% | +22.2% |
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