+535.9%
IQV vs BN
+415.3%
+120.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +2.3% | -2.5% | +4.8% | +3.7% |
| 30D | +13.4% | -9.5% | +22.9% | +19.5% |
| 3M | +43.3% | -10.4% | +53.7% | +51.3% |
| 6M | +50.5% | -6.4% | +56.9% | +54.4% |
| YTD | +18.8% | -11.9% | +30.7% | +25.7% |
| 1Y | +45.5% | -8.6% | +54.1% | +50.1% |
| 3Y | +19.4% | +77.6% | -58.2% | -16.6% |
| 5Y | +1.7% | +37.0% | -35.3% | -19.7% |
| 10Y | +247.9% | +266.4% | -18.5% | +69.1% |
| All | +535.9% | +415.3% | +120.5% | +190.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling