+510.3%
IQV vs BR
+728.7%
-218.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.7% |
| 7D | -2.6% | -5.0% | +2.4% | +0.6% |
| 30D | +6.2% | -2.5% | +8.7% | +7.7% |
| 3M | +38.0% | +13.5% | +24.5% | +26.8% |
| 6M | +43.9% | -9.4% | +53.3% | +51.7% |
| YTD | +14.0% | -23.3% | +37.3% | +32.8% |
| 1Y | +35.5% | -31.6% | +67.1% | +69.5% |
| 3Y | +20.3% | -5.1% | +25.4% | +21.0% |
| 5Y | -1.6% | +8.2% | -9.8% | -10.5% |
| 10Y | +233.4% | +189.8% | +43.6% | +72.9% |
| All | +510.3% | +728.7% | -218.5% | +106.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling