+28.9%
IQV vs PLTU
+142.1%
-113.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.7% | +1.5% | -2.9% |
| 7D | +0.3% | -11.6% | +11.9% | +0.9% |
| 30D | +8.6% | -4.6% | +13.2% | +8.7% |
| 3M | +41.1% | +33.7% | +7.4% | +37.1% |
| 6M | +48.6% | -9.4% | +57.9% | +46.8% |
| YTD | +15.0% | -34.7% | +49.7% | +15.0% |
| 1Y | +38.1% | -23.2% | +61.3% | +35.1% |
| All | +28.9% | +142.1% | -113.2% | +11.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling