+18.4%
BX vs IQV
-0.1%
+18.6%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.7% | +1.5% |
| 7D | -5.6% | -2.2% | -3.4% | -4.4% |
| 30D | -12.2% | +8.3% | -20.5% | -16.1% |
| 3M | +7.4% | +44.6% | -37.2% | -14.4% |
| 6M | +22.2% | +52.6% | -30.4% | -6.7% |
| YTD | -14.0% | +16.1% | -30.1% | -23.1% |
| 1Y | -27.3% | +37.3% | -64.6% | -42.3% |
| 3Y | +24.5% | +21.6% | +3.0% | +0.8% |
| All | +18.4% | -0.1% | +18.6% | +10.8% |
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 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