-4.2%
PCG vs IQV
+34.3%
-38.5%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -4.3% |
| 7D | +6.5% | -2.6% | +9.1% | +6.4% |
| 30D | -16.7% | +6.2% | -22.9% | -16.7% |
| 3M | -14.2% | +38.0% | -52.1% | -14.1% |
| 6M | -21.5% | +43.9% | -65.4% | -21.3% |
| YTD | -11.2% | +14.0% | -25.2% | -10.8% |
| 1Y | -4.2% | +35.5% | -39.7% | -8.7% |
| All | -4.2% | +34.3% | -38.5% | -8.7% |
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