+1,218.2%
BE vs IQV
-1.9%
+1,220.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.1% |
| 7D | +9.7% | -5.3% | +15.0% | +12.4% |
| 30D | +22.4% | +5.5% | +16.9% | +18.9% |
| 3M | +10.4% | +41.2% | -30.9% | -12.1% |
| 6M | +67.9% | +50.5% | +17.3% | +25.1% |
| YTD | +197.5% | +14.1% | +183.3% | +162.0% |
| 1Y | +310.6% | +39.9% | +270.6% | +211.1% |
| 3Y | +1,657.2% | +20.5% | +1,636.7% | +1,306.5% |
| 5Y | +1,218.2% | -1.2% | +1,219.4% | +1,103.1% |
| All | +1,218.2% | -1.9% | +1,220.1% | +1,103.1% |
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