+21.6%
IQV vs BMRN
-27.2%
+48.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.5% | +1.6% |
| 7D | -2.2% | -1.3% | -1.0% | -1.8% |
| 30D | +8.3% | -6.5% | +14.8% | +10.7% |
| 3M | +44.6% | +18.3% | +26.3% | +36.5% |
| 6M | +52.6% | +8.9% | +43.7% | +47.6% |
| YTD | +16.1% | +10.5% | +5.6% | +11.6% |
| 1Y | +37.3% | +17.5% | +19.8% | +28.2% |
| 3Y | +21.6% | -27.7% | +49.3% | +32.5% |
| All | +21.6% | -27.2% | +48.8% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BMRN.
Daily Out/Under-Performance
Portfolio return minus BMRN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMRN 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 3y: compounded portfolio wealth divided by compounded BMRN 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…
3y analysis · Full analysis span regression · 6 months rolling