-68.0%
PLUG vs IQV
+36.2%
-104.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -2.2% | -8.3% | -9.6% |
| 7D | -23.4% | -2.5% | -21.0% | -22.5% |
| 30D | -23.4% | +1.2% | -24.6% | -23.5% |
| 3M | -51.7% | +9.8% | -61.5% | -53.5% |
| 6M | -72.0% | +53.8% | -125.8% | -77.5% |
| YTD | -43.7% | +17.6% | -61.3% | -48.4% |
| 1Y | -55.4% | +18.6% | -74.0% | -59.4% |
| 3Y | -68.0% | +36.9% | -104.9% | -84.1% |
| All | -68.0% | +36.2% | -104.2% | -84.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling