+448.0%
PLUG vs IQV
+528.8%
-80.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -1.3% | -7.3% | -7.8% |
| 7D | -2.8% | +4.8% | -7.6% | -5.7% |
| 30D | -18.5% | +5.9% | -24.3% | -21.4% |
| 3M | -35.1% | +13.7% | -48.8% | -40.7% |
| 6M | -56.1% | +54.0% | -110.1% | -69.4% |
| YTD | -30.5% | +22.1% | -52.5% | -44.0% |
| 1Y | -46.5% | +29.1% | -75.6% | -58.8% |
| 3Y | -61.2% | +40.4% | -101.6% | -73.4% |
| 5Y | -96.6% | +9.1% | -105.7% | -97.1% |
| 10Y | +1.5% | +251.2% | -249.7% | -57.6% |
| All | +448.0% | +528.8% | -80.8% | +57.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling