-10.1%
BA vs IQV
+34.3%
-44.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -2.0% |
| 7D | -1.2% | -2.6% | +1.4% | -0.9% |
| 30D | -11.3% | +6.2% | -17.5% | -11.9% |
| 3M | -3.8% | +38.0% | -41.7% | -7.4% |
| 6M | -8.3% | +43.9% | -52.2% | -12.6% |
| YTD | -4.9% | +14.0% | -18.9% | -9.1% |
| 1Y | -10.1% | +35.5% | -45.6% | -14.4% |
| All | -10.1% | +34.3% | -44.4% | -14.4% |
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