-71.6%
PLUG vs IQV
+18.7%
-90.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.2% | +7.3% | +5.5% |
| 7D | +8.1% | +0.3% | +7.8% | +7.8% |
| 30D | +3.7% | +8.6% | -4.9% | -0.1% |
| 3M | -29.2% | +41.1% | -70.3% | -41.1% |
| 6M | +6.1% | +48.6% | -42.4% | -15.9% |
| YTD | +14.7% | +15.0% | -0.3% | +5.0% |
| 1Y | +56.9% | +38.1% | +18.8% | +28.2% |
| 3Y | -71.6% | +21.4% | -93.0% | -77.0% |
| All | -71.6% | +18.7% | -90.3% | -77.0% |
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 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