+10.2%
PCG vs IQV
+10.6%
-0.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | +0.9% |
| 7D | -1.1% | +7.9% | -8.9% | -2.3% |
| 30D | +0.1% | +7.3% | -7.2% | -1.2% |
| 3M | -24.4% | +16.8% | -41.2% | -26.7% |
| 6M | -17.7% | +56.0% | -73.7% | -24.7% |
| YTD | -17.4% | +23.7% | -41.1% | -21.3% |
| 1Y | -19.4% | +32.5% | -51.9% | -24.6% |
| 3Y | -18.6% | +45.3% | -63.9% | -28.2% |
| 5Y | +10.2% | +10.7% | -0.5% | +1.4% |
| All | +10.2% | +10.6% | -0.4% | +1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling