-91.9%
PLUG vs IQV
+2.2%
-94.1%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.4% | +4.3% | +3.8% |
| 7D | -0.9% | +2.3% | -3.2% | -2.4% |
| 30D | +3.3% | +13.4% | -10.1% | -5.0% |
| 3M | -39.7% | +43.3% | -83.0% | -54.7% |
| 6M | -12.5% | +50.5% | -63.0% | -38.5% |
| YTD | +10.2% | +18.8% | -8.6% | -7.9% |
| 1Y | +50.7% | +45.5% | +5.2% | +6.5% |
| 3Y | -74.5% | +19.4% | -93.9% | -80.2% |
| All | -91.9% | +2.2% | -94.1% | -93.0% |
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 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