+53.9%
PLUG vs IQV
+34.3%
+19.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.8% |
| 7D | +3.8% | -2.6% | +6.4% | +4.3% |
| 30D | +2.8% | +6.2% | -3.4% | +1.5% |
| 3M | -25.4% | +38.0% | -63.4% | -32.4% |
| 6M | -0.5% | +43.9% | -44.4% | -12.3% |
| YTD | +10.2% | +14.0% | -3.9% | +11.6% |
| 1Y | +53.9% | +35.5% | +18.4% | +14.7% |
| All | +53.9% | +34.3% | +19.6% | +14.7% |
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 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