+375.0%
PLD vs IQV
+511.9%
-136.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.2% |
| 7D | -2.4% | +2.3% | -4.7% | -3.3% |
| 30D | -2.4% | +13.4% | -15.9% | -7.2% |
| 3M | -3.8% | +43.3% | -47.1% | -17.3% |
| 6M | 0.0% | +50.5% | -50.5% | -16.6% |
| YTD | +9.2% | +18.8% | -9.6% | -1.1% |
| 1Y | +25.9% | +45.5% | -19.6% | +3.9% |
| 3Y | +21.3% | +19.4% | +1.9% | +5.5% |
| 5Y | +14.1% | +1.7% | +12.4% | +4.6% |
| 10Y | +237.9% | +247.9% | -10.1% | +89.5% |
| All | +375.0% | +511.9% | -136.9% | +123.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling