+391.9%
BAC vs IQV
+236.7%
+155.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -0.3% | -5.3% | +5.0% | +1.9% |
| 30D | -1.8% | +5.5% | -7.3% | -4.1% |
| 3M | +15.3% | +41.2% | -26.0% | -1.4% |
| 6M | +30.2% | +50.5% | -20.4% | +7.3% |
| YTD | +15.6% | +14.1% | +1.4% | +6.0% |
| 1Y | +27.5% | +39.9% | -12.5% | +5.6% |
| 3Y | +137.0% | +20.5% | +116.5% | +101.1% |
| 5Y | +75.6% | -1.2% | +76.8% | +60.0% |
| All | +391.9% | +236.7% | +155.1% | +151.6% |
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 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