+35.3%
IQV vs PLTD
-78.0%
+113.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.2% |
| 7D | +2.4% | -9.8% | +12.1% | +1.2% |
| 30D | +4.0% | +18.9% | -14.9% | +6.2% |
| 3M | +12.2% | -4.2% | +16.4% | +12.1% |
| 6M | +54.9% | -34.8% | +89.7% | +50.3% |
| YTD | +20.3% | -21.1% | +41.4% | +20.4% |
| 1Y | +22.7% | -19.3% | +42.0% | +23.4% |
| All | +35.3% | -78.0% | +113.3% | +17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling