+236.7%
IQV vs BN
+265.2%
-28.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.5% |
| 7D | -2.2% | -5.2% | +2.9% | +0.7% |
| 30D | +8.3% | -14.5% | +22.8% | +18.1% |
| 3M | +44.6% | -15.0% | +59.6% | +57.8% |
| 6M | +52.6% | -5.4% | +58.0% | +55.9% |
| YTD | +16.1% | -16.4% | +32.6% | +27.0% |
| 1Y | +37.3% | -16.2% | +53.5% | +49.1% |
| 3Y | +21.6% | +67.5% | -46.0% | -14.9% |
| 5Y | +0.5% | +34.1% | -33.6% | -21.4% |
| All | +236.7% | +265.2% | -28.4% | +53.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling