+116.2%
BA vs IQV
+528.8%
-412.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +1.2% |
| 7D | 0.0% | +4.8% | -4.7% | -2.0% |
| 30D | -8.9% | +5.9% | -14.8% | -11.4% |
| 3M | -25.5% | +13.7% | -39.2% | -30.1% |
| 6M | -27.0% | +54.0% | -80.9% | -41.0% |
| YTD | -20.1% | +22.1% | -42.2% | -29.7% |
| 1Y | -11.0% | +29.1% | -40.1% | -24.0% |
| 3Y | -11.8% | +40.4% | -52.2% | -32.7% |
| 5Y | -20.6% | +9.1% | -29.8% | -32.5% |
| 10Y | +26.6% | +251.2% | -224.6% | -40.9% |
| All | +116.2% | +528.8% | -412.6% | -13.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling