+61.8%
PCG vs IQV
-1.9%
+63.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.2% | +6.8% | +4.2% |
| 7D | +5.4% | +0.3% | +5.1% | +5.3% |
| 30D | -15.1% | +8.6% | -23.7% | -16.5% |
| 3M | -9.8% | +41.1% | -50.9% | -15.8% |
| 6M | -18.0% | +48.6% | -66.6% | -24.6% |
| YTD | -7.2% | +15.0% | -22.2% | -10.4% |
| 1Y | +2.9% | +38.1% | -35.2% | -5.4% |
| 3Y | -11.1% | +21.4% | -32.5% | -17.8% |
| 5Y | +61.8% | -1.0% | +62.8% | +51.1% |
| All | +61.8% | -1.9% | +63.7% | +51.1% |
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