+25.0%
IQV vs PLTD
-16.1%
+41.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | +0.7% |
| 7D | -5.5% | +14.4% | -19.9% | -4.3% |
| 30D | -0.9% | +8.6% | -9.5% | 0.0% |
| 3M | +15.6% | -9.2% | +24.8% | +15.2% |
| 6M | +63.9% | -29.5% | +93.4% | +62.7% |
| YTD | +17.0% | -20.2% | +37.2% | +16.9% |
| 1Y | +25.0% | -16.5% | +41.5% | +25.0% |
| All | +25.0% | -16.1% | +41.2% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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