-5.1%
PCG vs IQV
+46.0%
-51.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.4% | +3.9% | +2.4% |
| 7D | -13.9% | +2.3% | -16.2% | -13.8% |
| 30D | -16.9% | +13.4% | -30.3% | -16.8% |
| 3M | -14.7% | +43.3% | -58.0% | -14.7% |
| 6M | -23.8% | +50.5% | -74.4% | -23.7% |
| YTD | -10.5% | +18.8% | -29.3% | -10.1% |
| 1Y | -5.1% | +45.5% | -50.6% | -10.7% |
| All | -5.1% | +46.0% | -51.1% | -10.7% |
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