+532.2%
BE vs IQV
+4.0%
+528.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.2% | -2.7% | -3.9% |
| 7D | +10.8% | -2.5% | +13.3% | +12.3% |
| 30D | -19.8% | +1.2% | -21.0% | -20.0% |
| 3M | -18.7% | +9.8% | -28.5% | -22.6% |
| 6M | -33.7% | +53.8% | -87.5% | -50.3% |
| YTD | +121.0% | +17.6% | +103.3% | +91.6% |
| 1Y | +85.4% | +18.6% | +66.8% | +59.3% |
| 3Y | +1,709.5% | +36.9% | +1,672.6% | +1,193.0% |
| All | +532.2% | +4.0% | +528.2% | +445.3% |
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 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