+503.5%
BKNG vs IQV
+488.0%
+15.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | -10.7% | -5.3% | -5.4% | -8.3% |
| 30D | -18.1% | +5.5% | -23.6% | -20.2% |
| 3M | +8.5% | +41.2% | -32.7% | -7.8% |
| 6M | -0.1% | +50.5% | -50.6% | -18.1% |
| YTD | -18.2% | +14.1% | -32.4% | -24.4% |
| 1Y | -19.9% | +39.9% | -59.8% | -33.0% |
| 3Y | +41.6% | +20.5% | +21.1% | +20.3% |
| 5Y | +93.1% | -1.2% | +94.3% | +77.9% |
| 10Y | +214.8% | +233.9% | -19.1% | +55.2% |
| All | +503.5% | +488.0% | +15.5% | +131.8% |
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