+236.7%
IQV vs BLDR
+383.3%
-146.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.6% | +1.1% |
| 7D | -2.2% | -8.2% | +6.0% | +0.2% |
| 30D | +8.3% | -16.6% | +24.9% | +13.8% |
| 3M | +44.6% | -23.2% | +67.7% | +54.2% |
| 6M | +52.6% | -33.7% | +86.3% | +68.4% |
| YTD | +16.1% | -41.3% | +57.5% | +31.8% |
| 1Y | +37.3% | -58.8% | +96.1% | +72.2% |
| 3Y | +21.6% | -57.5% | +79.0% | +44.3% |
| 5Y | +0.5% | +12.9% | -12.4% | -13.5% |
| All | +236.7% | +383.3% | -146.6% | +84.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling