+1,726.2%
BE vs IQV
+22.1%
+1,704.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.7% | +4.9% | +6.3% |
| 7D | +9.0% | -2.2% | +11.3% | +9.5% |
| 30D | +16.3% | +8.3% | +8.0% | +14.3% |
| 3M | +10.8% | +44.6% | -33.8% | -1.7% |
| 6M | +73.2% | +52.6% | +20.6% | +48.5% |
| YTD | +217.4% | +16.1% | +201.2% | +203.0% |
| 1Y | +309.8% | +37.3% | +272.5% | +259.1% |
| 3Y | +1,726.2% | +21.6% | +1,704.6% | +1,496.0% |
| All | +1,726.2% | +22.1% | +1,704.1% | +1,496.0% |
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