+25.0%
IQV vs BLDR
-38.1%
+63.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +9.3% | -8.8% | -0.8% |
| 7D | -5.5% | +24.4% | -29.8% | -8.8% |
| 30D | -0.9% | +24.9% | -25.8% | -4.6% |
| 3M | +15.6% | -7.8% | +23.4% | +17.2% |
| 6M | +63.9% | -5.8% | +69.7% | +64.5% |
| YTD | +17.0% | -32.5% | +49.5% | +25.2% |
| 1Y | +25.0% | -36.7% | +61.7% | +35.7% |
| All | +25.0% | -38.1% | +63.1% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 1y: compounded portfolio wealth divided by compounded BLDR 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…
1y analysis · Full analysis span regression · 6 months rolling