+236.7%
IQV vs BEN
+56.6%
+180.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.8% | +1.7% |
| 7D | -2.2% | -3.1% | +0.9% | -1.0% |
| 30D | +8.3% | +0.2% | +8.1% | +8.1% |
| 3M | +44.6% | +6.8% | +37.7% | +39.9% |
| 6M | +52.6% | +38.1% | +14.5% | +32.0% |
| YTD | +16.1% | +44.3% | -28.2% | -1.5% |
| 1Y | +37.3% | +42.6% | -5.3% | +16.7% |
| 3Y | +21.6% | +52.3% | -30.7% | -1.7% |
| 5Y | +0.5% | +37.6% | -37.2% | -17.5% |
| All | +236.7% | +56.6% | +180.1% | +131.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling