+117.6%
PCAR vs IQV
+7.8%
+109.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.7% | +2.5% |
| 7D | +2.2% | +4.1% | -1.9% | +1.1% |
| 30D | +0.3% | +4.7% | -4.4% | -1.0% |
| 3M | -17.9% | +12.6% | -30.5% | -20.7% |
| 6M | -3.4% | +58.2% | -61.6% | -15.8% |
| YTD | -0.1% | +21.8% | -21.9% | -6.9% |
| 1Y | +13.4% | +25.6% | -12.2% | +4.7% |
| 3Y | +37.2% | +40.1% | -2.9% | +18.7% |
| All | +117.6% | +7.8% | +109.8% | +89.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling