+53.8%
IQV vs PLTD
-34.3%
+88.1%
-10.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.2% | -4.4% | -2.1% |
| 7D | -2.5% | -4.8% | +2.3% | -2.7% |
| 30D | +1.2% | +16.9% | -15.7% | +2.0% |
| 3M | +9.8% | +2.6% | +7.2% | +10.2% |
| 6M | +53.8% | -36.2% | +90.0% | +55.0% |
| All | +53.8% | -34.3% | +88.1% | +55.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling