-42.1%
PLUG vs IQV
+25.1%
-67.2%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +3.1% | +3.5% |
| 7D | +2.8% | -5.5% | +8.3% | +3.0% |
| 30D | -22.8% | -0.9% | -21.9% | -22.7% |
| 3M | -32.4% | +15.6% | -48.0% | -32.4% |
| 6M | -53.4% | +63.9% | -117.3% | -56.6% |
| YTD | -25.9% | +17.0% | -42.9% | -27.5% |
| 1Y | -42.1% | +25.0% | -67.1% | -46.0% |
| All | -42.1% | +25.1% | -67.2% | -46.0% |
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