+15.7%
BABA vs IQV
+252.3%
-236.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -2.1% |
| 7D | +2.4% | +4.8% | -2.4% | +0.7% |
| 30D | -7.8% | +5.9% | -13.6% | -9.7% |
| 3M | -22.4% | +13.7% | -36.1% | -26.0% |
| 6M | -26.0% | +54.0% | -80.0% | -37.4% |
| YTD | -29.3% | +22.1% | -51.3% | -35.8% |
| 1Y | -37.5% | +29.1% | -66.7% | -44.6% |
| 3Y | +31.9% | +40.4% | -8.5% | +7.6% |
| 5Y | -33.4% | +9.1% | -42.6% | -40.7% |
| 10Y | +15.7% | +251.2% | -235.5% | -39.1% |
| All | +15.7% | +252.3% | -236.6% | -39.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling