-16.0%
PCG vs IQV
+25.1%
-41.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.4% | +0.9% |
| 7D | +1.9% | -5.5% | +7.4% | +1.6% |
| 30D | +8.5% | -0.9% | +9.4% | +8.5% |
| 3M | -22.9% | +15.6% | -38.5% | -22.4% |
| 6M | -16.8% | +63.9% | -80.7% | -14.6% |
| YTD | -15.8% | +17.0% | -32.8% | -16.5% |
| 1Y | -16.0% | +25.0% | -41.0% | -17.8% |
| All | -16.0% | +25.1% | -41.1% | -17.8% |
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 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