+236.7%
IQV vs BR
+189.7%
+47.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.9% |
| 7D | -2.2% | -3.0% | +0.7% | -0.3% |
| 30D | +8.3% | -0.3% | +8.6% | +8.4% |
| 3M | +44.6% | +17.3% | +27.3% | +29.6% |
| 6M | +52.6% | -6.7% | +59.3% | +58.0% |
| YTD | +16.1% | -23.4% | +39.6% | +36.3% |
| 1Y | +37.3% | -32.7% | +69.9% | +75.1% |
| 3Y | +21.6% | -5.9% | +27.5% | +22.6% |
| 5Y | +0.5% | +8.4% | -8.0% | -9.7% |
| All | +236.7% | +189.7% | +47.0% | +81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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