+25.1%
PLD vs IQV
+34.3%
-9.2%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -2.0% |
| 7D | -0.7% | -2.6% | +1.9% | -0.6% |
| 30D | -2.2% | +6.2% | -8.4% | -2.6% |
| 3M | -7.4% | +38.0% | -45.3% | -8.7% |
| 6M | +1.9% | +43.9% | -42.0% | 0.0% |
| YTD | +7.9% | +14.0% | -6.1% | +6.9% |
| 1Y | +25.1% | +35.5% | -10.4% | +17.8% |
| All | +25.1% | +34.3% | -9.2% | +17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling