+768.0%
PLUG vs IQV
+511.9%
+256.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.4% | +4.3% | +3.8% |
| 7D | -0.9% | +2.3% | -3.2% | -2.5% |
| 30D | +3.3% | +13.4% | -10.1% | -5.3% |
| 3M | -39.7% | +43.3% | -83.0% | -54.9% |
| 6M | -12.5% | +50.5% | -63.0% | -38.7% |
| YTD | +10.2% | +18.8% | -8.6% | -9.4% |
| 1Y | +50.7% | +45.5% | +5.2% | +6.7% |
| 3Y | -74.5% | +19.4% | -93.9% | -80.2% |
| 5Y | -91.8% | +1.7% | -93.5% | -92.7% |
| 10Y | +43.7% | +247.9% | -204.2% | -39.4% |
| All | +768.0% | +511.9% | +256.1% | +155.3% |
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