+510.3%
IQV vs BEN
+10.2%
+500.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.7% | -0.2% |
| 7D | -2.6% | +3.4% | -6.0% | -3.9% |
| 30D | +6.2% | +1.8% | +4.4% | +5.4% |
| 3M | +38.0% | +8.4% | +29.6% | +32.9% |
| 6M | +43.9% | +35.6% | +8.3% | +25.9% |
| YTD | +14.0% | +46.4% | -32.4% | -3.4% |
| 1Y | +35.5% | +46.3% | -10.8% | +14.4% |
| 3Y | +20.3% | +54.6% | -34.3% | -2.8% |
| 5Y | -1.6% | +39.4% | -41.0% | -19.1% |
| 10Y | +233.4% | +57.6% | +175.9% | +132.3% |
| All | +510.3% | +10.2% | +500.1% | +381.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling