-11.1%
PCG vs IQV
+18.7%
-29.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.2% | +6.8% | +4.0% |
| 7D | +5.4% | +0.3% | +5.1% | +5.3% |
| 30D | -15.1% | +8.6% | -23.7% | -15.9% |
| 3M | -9.8% | +41.1% | -50.9% | -13.4% |
| 6M | -18.0% | +48.6% | -66.6% | -21.9% |
| YTD | -7.2% | +15.0% | -22.2% | -8.7% |
| 1Y | +2.9% | +38.1% | -35.2% | -2.4% |
| 3Y | -11.1% | +21.4% | -32.5% | -16.3% |
| All | -11.1% | +18.7% | -29.8% | -16.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling