+19.3%
BABA vs IQV
+386.1%
-366.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.6% | -6.3% | -4.6% |
| 7D | +3.8% | +7.9% | -4.1% | +1.1% |
| 30D | -5.4% | +7.3% | -12.7% | -7.9% |
| 3M | -17.9% | +16.8% | -34.8% | -22.6% |
| 6M | -24.1% | +56.0% | -80.1% | -36.5% |
| YTD | -27.4% | +23.7% | -51.2% | -34.7% |
| 1Y | -36.1% | +32.5% | -68.6% | -44.1% |
| 3Y | +35.4% | +45.3% | -9.9% | +8.1% |
| 5Y | -30.1% | +10.7% | -40.8% | -38.4% |
| 10Y | +15.8% | +259.0% | -243.1% | -43.2% |
| All | +19.3% | +386.1% | -366.9% | -50.2% |
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 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