+35.8%
PCAR vs IQV
+36.2%
-0.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.9% |
| 7D | +4.9% | -2.5% | +7.4% | +5.6% |
| 30D | -1.4% | +1.2% | -2.6% | -1.8% |
| 3M | -18.1% | +9.8% | -27.9% | -20.2% |
| 6M | -4.0% | +53.8% | -57.8% | -15.2% |
| YTD | -1.5% | +17.6% | -19.1% | -6.4% |
| 1Y | +13.2% | +18.6% | -5.4% | +7.2% |
| 3Y | +35.8% | +36.9% | -1.1% | +18.3% |
| All | +35.8% | +36.2% | -0.4% | +18.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling