+471.0%
PCAR vs IQV
+511.9%
-40.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.6% |
| 7D | -0.5% | +2.3% | -2.8% | -1.3% |
| 30D | -6.2% | +13.4% | -19.7% | -10.3% |
| 3M | +5.9% | +43.3% | -37.4% | -7.3% |
| 6M | +0.4% | +50.5% | -50.1% | -14.4% |
| YTD | +14.8% | +18.8% | -4.0% | +5.6% |
| 1Y | +30.1% | +45.5% | -15.4% | +10.4% |
| 3Y | +66.7% | +19.4% | +47.3% | +47.9% |
| 5Y | +166.1% | +1.7% | +164.4% | +144.3% |
| 10Y | +353.7% | +247.9% | +105.7% | +142.6% |
| All | +471.0% | +511.9% | -40.9% | +151.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling