+78.2%
BA vs IQV
+236.4%
-158.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | +0.8% |
| 7D | +2.5% | +0.3% | +2.1% | +2.2% |
| 30D | -10.1% | +8.6% | -18.7% | -13.7% |
| 3M | -2.4% | +41.1% | -43.5% | -18.2% |
| 6M | -8.8% | +48.6% | -57.4% | -26.2% |
| YTD | -2.9% | +15.0% | -17.9% | -12.3% |
| 1Y | -8.8% | +38.1% | -46.9% | -25.8% |
| 3Y | -0.3% | +21.4% | -21.6% | -19.0% |
| 5Y | -0.3% | -1.0% | +0.7% | -11.4% |
| All | +78.2% | +236.4% | -158.2% | -18.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling