+25.0%
IQV vs BN
-3.9%
+29.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.1% | -5.6% | -1.4% |
| 7D | -5.5% | +12.0% | -17.4% | -9.1% |
| 30D | -0.9% | +17.0% | -17.9% | -6.3% |
| 3M | +15.6% | -3.2% | +18.8% | +17.4% |
| 6M | +63.9% | -3.9% | +67.8% | +66.3% |
| YTD | +17.0% | -5.6% | +22.6% | +19.6% |
| 1Y | +25.0% | -4.7% | +29.8% | +27.5% |
| All | +25.0% | -3.9% | +29.0% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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