+911.5%
BE vs IQV
+124.0%
+787.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.4% | +8.8% | +8.3% |
| 7D | +20.0% | +2.3% | +17.7% | +18.1% |
| 30D | +7.9% | +13.4% | -5.5% | -1.5% |
| 3M | -13.2% | +43.3% | -56.5% | -37.0% |
| 6M | +53.5% | +50.5% | +2.9% | +3.4% |
| YTD | +191.0% | +18.8% | +172.2% | +131.8% |
| 1Y | +360.5% | +45.5% | +315.1% | +205.5% |
| 3Y | +1,568.0% | +19.4% | +1,548.6% | +1,122.4% |
| 5Y | +1,055.2% | +1.7% | +1,053.5% | +894.4% |
| All | +911.5% | +124.0% | +787.5% | +246.3% |
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