+28.9%
IQV vs BRKR
+53.7%
-24.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.6% | -3.0% | +0.9% |
| 7D | +1.7% | +7.4% | -5.7% | -1.1% |
| 30D | +5.3% | +2.7% | +2.7% | +3.7% |
| 3M | +17.0% | +19.7% | -2.7% | +8.7% |
| 6M | +54.0% | +45.2% | +8.9% | +26.2% |
| YTD | +20.6% | +30.6% | -10.0% | +1.0% |
| 1Y | +28.9% | +56.6% | -27.7% | -0.6% |
| All | +28.9% | +53.7% | -24.7% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 1y: compounded portfolio wealth divided by compounded BRKR 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…
1y analysis · Full analysis span regression · 6 months rolling