+1.7%
PLTR vs IQV
+41.8%
-40.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.5% |
| 7D | -4.1% | -2.2% | -1.8% | -3.7% |
| 30D | -2.2% | +8.3% | -10.5% | -3.4% |
| 3M | +27.6% | +44.6% | -17.0% | +17.5% |
| 6M | +10.3% | +52.6% | -42.3% | +0.5% |
| YTD | -5.9% | +16.1% | -22.0% | -11.9% |
| 1Y | +1.7% | +37.3% | -35.5% | -7.0% |
| All | +1.7% | +41.8% | -40.1% | -7.0% |
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