-13.3%
BKNG vs IQV
+26.3%
-39.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.5% |
| 7D | +12.2% | -3.7% | +15.9% | +13.9% |
| 30D | +7.0% | +1.9% | +5.2% | +5.9% |
| 3M | -18.3% | +12.2% | -30.5% | -22.7% |
| 6M | +1.1% | +50.1% | -49.0% | -15.6% |
| YTD | -20.7% | +17.5% | -38.2% | -24.0% |
| 1Y | -13.3% | +26.1% | -39.4% | -21.2% |
| All | -13.3% | +26.3% | -39.6% | -21.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling