-0.3%
BA vs IQV
+18.7%
-18.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | -0.2% |
| 7D | +2.5% | +0.3% | +2.1% | +2.4% |
| 30D | -10.1% | +8.6% | -18.7% | -11.4% |
| 3M | -2.4% | +41.1% | -43.5% | -8.5% |
| 6M | -8.8% | +48.6% | -57.4% | -15.5% |
| YTD | -2.9% | +15.0% | -17.9% | -6.3% |
| 1Y | -8.8% | +38.1% | -46.9% | -15.4% |
| 3Y | -0.3% | +21.4% | -21.6% | -9.7% |
| All | -0.3% | +18.7% | -18.9% | -9.7% |
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