+28.2%
BABA vs IQV
+366.8%
-338.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +1.8% |
| 7D | -4.8% | +2.3% | -7.1% | -5.6% |
| 30D | -11.9% | +13.4% | -25.3% | -15.8% |
| 3M | -9.3% | +43.3% | -52.6% | -21.2% |
| 6M | -14.2% | +50.5% | -64.8% | -27.6% |
| YTD | -22.0% | +18.8% | -40.8% | -28.7% |
| 1Y | -12.7% | +45.5% | -58.2% | -26.6% |
| 3Y | +26.7% | +19.4% | +7.3% | +10.3% |
| 5Y | -29.3% | +1.7% | -31.1% | -35.5% |
| 10Y | +21.2% | +247.9% | -226.7% | -39.8% |
| All | +28.2% | +366.8% | -338.7% | -45.6% |
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 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