+31.9%
IQV vs PLTU
+121.9%
-90.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.2% | +2.0% | -2.0% |
| 7D | -2.5% | +9.0% | -11.5% | -3.0% |
| 30D | +1.2% | -33.0% | +34.2% | +3.1% |
| 3M | +9.8% | -19.0% | +28.7% | +10.4% |
| 6M | +53.8% | +30.4% | +23.4% | +48.5% |
| YTD | +17.6% | -40.2% | +57.8% | +17.7% |
| 1Y | +18.6% | -37.8% | +56.4% | +18.1% |
| All | +31.9% | +121.9% | -90.1% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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