+16.7%
BABA vs IQV
+233.5%
-216.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.6% |
| 7D | -2.2% | -2.6% | +0.4% | -1.3% |
| 30D | -17.3% | +6.2% | -23.5% | -19.1% |
| 3M | -7.8% | +38.0% | -45.7% | -18.5% |
| 6M | -16.8% | +43.9% | -60.7% | -28.2% |
| YTD | -24.7% | +14.0% | -38.7% | -29.8% |
| 1Y | -24.9% | +35.5% | -60.5% | -34.9% |
| 3Y | +29.1% | +20.3% | +8.7% | +12.1% |
| 5Y | -30.5% | -1.6% | -28.9% | -35.7% |
| 10Y | +16.7% | +233.4% | -216.7% | -36.7% |
| All | +16.7% | +233.5% | -216.8% | -36.7% |
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 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