-2.7%
BND vs IQV
-0.1%
-2.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.1% |
| 7D | -1.0% | -2.2% | +1.2% | -0.9% |
| 30D | -1.1% | +8.3% | -9.4% | -1.4% |
| 3M | -1.9% | +44.6% | -46.4% | -3.2% |
| 6M | -1.6% | +52.6% | -54.2% | -3.2% |
| YTD | -1.2% | +16.1% | -17.4% | -1.9% |
| 1Y | -0.7% | +37.3% | -38.0% | -2.2% |
| 3Y | +12.5% | +21.6% | -9.1% | +10.9% |
| All | -2.7% | -0.1% | -2.6% | -4.2% |
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 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