+690.4%
BNY vs IQV
+498.2%
+192.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.5% |
| 7D | -1.3% | -2.2% | +0.9% | -0.6% |
| 30D | -0.2% | +8.3% | -8.5% | -3.0% |
| 3M | +14.9% | +44.6% | -29.6% | -0.1% |
| 6M | +40.0% | +52.6% | -12.6% | +18.3% |
| YTD | +42.0% | +16.1% | +25.8% | +31.5% |
| 1Y | +56.9% | +37.3% | +19.6% | +35.7% |
| 3Y | +289.9% | +21.6% | +268.3% | +239.5% |
| 5Y | +259.2% | +0.5% | +258.7% | +230.1% |
| 10Y | +413.3% | +239.7% | +173.6% | +178.9% |
| All | +690.4% | +498.2% | +192.2% | +251.5% |
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