-8.5%
BX vs IQV
+25.1%
-33.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.5% | +5.8% | +6.1% |
| 7D | +8.3% | -5.5% | +13.8% | +9.9% |
| 30D | +13.5% | -0.9% | +14.4% | +13.7% |
| 3M | -7.6% | +15.6% | -23.2% | -11.3% |
| 6M | +4.0% | +63.9% | -59.9% | -11.1% |
| YTD | -15.2% | +17.0% | -32.2% | -17.6% |
| 1Y | -8.5% | +25.0% | -33.5% | -12.2% |
| All | -8.5% | +25.1% | -33.6% | -12.2% |
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