+521.6%
IQV vs BRKR
+223.0%
+298.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.8% |
| 7D | -2.2% | -8.7% | +6.4% | +1.6% |
| 30D | +8.3% | -9.9% | +18.2% | +13.0% |
| 3M | +44.6% | -3.1% | +47.7% | +42.7% |
| 6M | +52.6% | +45.5% | +7.1% | +22.9% |
| YTD | +16.1% | +13.7% | +2.4% | +4.2% |
| 1Y | +37.3% | +67.4% | -30.2% | +1.9% |
| 3Y | +21.6% | -13.2% | +34.8% | +16.2% |
| 5Y | +0.5% | -39.5% | +40.0% | +10.2% |
| 10Y | +239.7% | +153.5% | +86.2% | +113.0% |
| All | +521.6% | +223.0% | +298.7% | +264.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling