-8.0%
BA vs IQV
+46.0%
-54.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.0% |
| 7D | +1.2% | +2.3% | -1.1% | +0.9% |
| 30D | -11.6% | +13.4% | -25.1% | -12.9% |
| 3M | -2.4% | +43.3% | -45.7% | -6.4% |
| 6M | -6.6% | +50.5% | -57.2% | -11.4% |
| YTD | -2.2% | +18.8% | -21.0% | -6.9% |
| 1Y | -8.0% | +45.5% | -53.5% | -13.0% |
| All | -8.0% | +46.0% | -54.0% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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