-76.4%
PCG vs IQV
+252.5%
-328.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -2.2% | +4.1% | -6.3% | -3.5% |
| 30D | -0.5% | +4.7% | -5.2% | -2.1% |
| 3M | -24.0% | +12.6% | -36.6% | -27.2% |
| 6M | -18.6% | +58.2% | -76.8% | -31.3% |
| YTD | -17.7% | +21.8% | -39.5% | -25.2% |
| 1Y | -20.0% | +25.6% | -45.6% | -28.3% |
| 3Y | -20.2% | +40.1% | -60.3% | -34.8% |
| 5Y | +8.4% | +8.7% | -0.3% | -3.7% |
| 10Y | -76.4% | +255.9% | -332.3% | -86.6% |
| All | -76.4% | +252.5% | -328.8% | -86.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling