+36.9%
IQV vs BN
+96.7%
-59.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.6% | -1.5% |
| 7D | -2.5% | -1.0% | -1.5% | -2.0% |
| 30D | +1.2% | +14.0% | -12.8% | -5.3% |
| 3M | +9.8% | -9.0% | +18.8% | +14.3% |
| 6M | +53.8% | -8.8% | +62.6% | +59.1% |
| YTD | +17.6% | -10.3% | +27.9% | +22.4% |
| 1Y | +18.6% | -5.8% | +24.4% | +20.3% |
| 3Y | +36.9% | +94.8% | -57.9% | -7.2% |
| All | +36.9% | +96.7% | -59.8% | -7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling