-10.1%
BA vs IQV
+38.2%
-48.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | +0.1% |
| 7D | +1.1% | +1.7% | -0.6% | +0.8% |
| 30D | -7.9% | +5.3% | -13.2% | -8.7% |
| 3M | -25.3% | +17.0% | -42.3% | -27.4% |
| 6M | -24.6% | +54.0% | -78.6% | -30.3% |
| YTD | -20.1% | +20.6% | -40.7% | -23.5% |
| 1Y | -11.8% | +28.9% | -40.7% | -16.7% |
| 3Y | -10.1% | +37.0% | -47.1% | -16.7% |
| All | -10.1% | +38.2% | -48.3% | -16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling