-1.2%
IQV vs BEN
+36.2%
-37.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.5% | +0.7% |
| 7D | -5.3% | +0.3% | -5.6% | -5.5% |
| 30D | +5.5% | +0.9% | +4.6% | +5.0% |
| 3M | +41.2% | +9.2% | +32.1% | +34.8% |
| 6M | +50.5% | +36.8% | +13.8% | +28.5% |
| YTD | +14.1% | +44.4% | -30.2% | -5.2% |
| 1Y | +39.9% | +45.8% | -5.9% | +15.3% |
| 3Y | +20.5% | +52.5% | -32.0% | -5.6% |
| 5Y | -1.2% | +37.7% | -38.9% | -23.4% |
| All | -1.2% | +36.2% | -37.5% | -23.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling