+249.9%
PLD vs IQV
+233.5%
+16.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.7% |
| 7D | -0.7% | -2.6% | +1.9% | +0.3% |
| 30D | -2.2% | +6.2% | -8.4% | -4.7% |
| 3M | -7.4% | +38.0% | -45.3% | -19.5% |
| 6M | +1.9% | +43.9% | -42.0% | -14.0% |
| YTD | +7.9% | +14.0% | -6.1% | -0.9% |
| 1Y | +25.1% | +35.5% | -10.4% | +5.6% |
| 3Y | +21.9% | +20.3% | +1.5% | +4.6% |
| 5Y | +16.3% | -1.6% | +18.0% | +7.7% |
| 10Y | +249.9% | +233.4% | +16.4% | +107.4% |
| All | +249.9% | +233.5% | +16.4% | +107.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 10y: compounded portfolio wealth divided by compounded IQV 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…
10y analysis · Full analysis span regression · 6 months rolling