+355.1%
PLD vs IQV
+537.2%
-182.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.2% | +1.8% |
| 7D | +0.7% | +7.9% | -7.2% | -2.2% |
| 30D | +0.8% | +7.3% | -6.5% | -2.1% |
| 3M | -6.1% | +16.8% | -22.9% | -12.0% |
| 6M | -8.0% | +56.0% | -64.0% | -24.1% |
| YTD | +4.7% | +23.7% | -19.0% | -7.0% |
| 1Y | +7.2% | +32.5% | -25.3% | -7.7% |
| 3Y | +39.2% | +45.3% | -6.1% | +10.6% |
| 5Y | +1.9% | +10.7% | -8.8% | -10.0% |
| 10Y | +256.8% | +259.0% | -2.2% | +97.1% |
| All | +355.1% | +537.2% | -182.1% | +109.7% |
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