-66.2%
PCG vs IQV
+519.5%
-585.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.3% | -0.6% |
| 7D | -2.0% | +2.4% | -4.3% | -2.7% |
| 30D | -2.7% | +4.0% | -6.7% | -4.0% |
| 3M | -25.1% | +12.2% | -37.2% | -27.9% |
| 6M | -22.3% | +54.9% | -77.2% | -33.0% |
| YTD | -18.5% | +20.3% | -38.8% | -25.0% |
| 1Y | -21.8% | +22.7% | -44.6% | -28.7% |
| 3Y | -21.0% | +38.3% | -59.4% | -33.7% |
| 5Y | +8.1% | +6.5% | +1.6% | -2.3% |
| 10Y | -76.6% | +251.5% | -328.1% | -85.4% |
| All | -66.2% | +519.5% | -585.8% | -80.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling