-35.3%
BABA vs IQV
+25.1%
-60.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.5% | +4.5% | +4.9% |
| 7D | +4.3% | -5.5% | +9.8% | +4.5% |
| 30D | -5.0% | -0.9% | -4.1% | -5.0% |
| 3M | -18.4% | +15.6% | -34.0% | -18.8% |
| 6M | -20.3% | +63.9% | -84.2% | -22.5% |
| YTD | -27.5% | +17.0% | -44.5% | -26.7% |
| 1Y | -35.3% | +25.0% | -60.4% | -34.2% |
| All | -35.3% | +25.1% | -60.4% | -34.2% |
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