+617.6%
PLTR vs IQV
+4.0%
+613.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -0.9% |
| 7D | +4.7% | -2.5% | +7.2% | +6.2% |
| 30D | -16.4% | +1.2% | -17.6% | -16.9% |
| 3M | -6.2% | +9.8% | -15.9% | -11.0% |
| 6M | +29.2% | +53.8% | -24.6% | -1.8% |
| YTD | -5.5% | +17.6% | -23.1% | -17.1% |
| 1Y | -2.4% | +18.6% | -21.0% | -15.1% |
| 3Y | +752.3% | +36.9% | +715.4% | +501.1% |
| All | +617.6% | +4.0% | +613.6% | +518.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling