+445.8%
BLK vs IQV
+498.2%
-52.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +0.9% |
| 7D | -3.3% | -2.2% | -1.1% | -2.3% |
| 30D | -6.5% | +8.3% | -14.8% | -9.9% |
| 3M | +6.7% | +44.6% | -37.8% | -10.8% |
| 6M | +14.7% | +52.6% | -37.8% | -7.6% |
| YTD | +2.5% | +16.1% | -13.6% | -7.2% |
| 1Y | -2.8% | +37.3% | -40.0% | -19.4% |
| 3Y | +65.9% | +21.6% | +44.3% | +38.9% |
| 5Y | +33.0% | +0.5% | +32.5% | +20.8% |
| 10Y | +281.2% | +239.7% | +41.5% | +88.8% |
| All | +445.8% | +498.2% | -52.4% | +116.2% |
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 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