+168.2%
PCAR vs IQV
-1.9%
+170.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -0.9% |
| 7D | 0.0% | +0.3% | -0.3% | -0.1% |
| 30D | -7.7% | +8.6% | -16.3% | -9.8% |
| 3M | +3.7% | +41.1% | -37.4% | -6.3% |
| 6M | +2.3% | +48.6% | -46.2% | -9.6% |
| YTD | +12.8% | +15.0% | -2.2% | +7.0% |
| 1Y | +27.8% | +38.1% | -10.4% | +13.8% |
| 3Y | +61.8% | +21.4% | +40.4% | +45.9% |
| 5Y | +168.2% | -1.0% | +169.2% | +141.3% |
| All | +168.2% | -1.9% | +170.1% | +141.3% |
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 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