+353.2%
PLD vs IQV
+527.4%
-174.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.2% | 0.0% |
| 7D | -1.0% | +4.1% | -5.1% | -2.5% |
| 30D | -1.8% | +4.7% | -6.5% | -3.8% |
| 3M | -6.0% | +12.6% | -18.6% | -10.7% |
| 6M | -8.4% | +58.2% | -66.6% | -24.8% |
| YTD | +4.2% | +21.8% | -17.5% | -6.8% |
| 1Y | +6.2% | +25.6% | -19.4% | -6.4% |
| 3Y | +37.0% | +40.1% | -3.1% | +10.6% |
| 5Y | +1.2% | +8.7% | -7.5% | -10.0% |
| 10Y | +272.2% | +255.9% | +16.3% | +106.4% |
| All | +353.2% | +527.4% | -174.1% | +110.1% |
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