+26.4%
IQV vs BAM
+90.5%
-64.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.3% | +1.7% |
| 7D | +7.9% | +5.3% | +2.6% | +5.7% |
| 30D | +7.3% | +18.1% | -10.8% | +0.4% |
| 3M | +16.8% | +4.2% | +12.6% | +14.5% |
| 6M | +56.0% | +11.1% | +44.9% | +48.2% |
| YTD | +23.7% | +6.6% | +17.1% | +19.2% |
| 1Y | +32.5% | +6.2% | +26.3% | +27.5% |
| 3Y | +45.3% | +95.0% | -49.7% | +5.7% |
| All | +26.4% | +90.5% | -64.1% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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