+25.0%
IQV vs BURL
-4.6%
+29.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +7.7% | -7.2% | +0.1% |
| 7D | -5.5% | +10.4% | -15.9% | -6.0% |
| 30D | -0.9% | -4.9% | +4.1% | -0.6% |
| 3M | +15.6% | -29.8% | +45.3% | +18.4% |
| 6M | +63.9% | -16.5% | +80.4% | +65.2% |
| YTD | +17.0% | -10.5% | +27.6% | +18.1% |
| 1Y | +25.0% | -5.3% | +30.4% | +26.2% |
| All | +25.0% | -4.6% | +29.6% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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