-22.7%
BABA vs IQV
+35.5%
-58.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.2% | +2.7% | -0.3% |
| 7D | -0.2% | +0.3% | -0.5% | -0.2% |
| 30D | -12.3% | +8.6% | -20.9% | -12.8% |
| 3M | -5.3% | +41.1% | -46.4% | -8.0% |
| 6M | -13.1% | +48.6% | -61.6% | -16.3% |
| YTD | -22.4% | +15.0% | -37.4% | -21.6% |
| All | -22.7% | +35.5% | -58.2% | -25.6% |
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