+95.9%
BAC vs IQV
+39.3%
+56.7%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.1% |
| 7D | +1.5% | +2.4% | -0.8% | +1.1% |
| 30D | -6.4% | +4.0% | -10.4% | -7.1% |
| 3M | -21.7% | +12.2% | -33.8% | -23.5% |
| 6M | +0.5% | +54.9% | -54.4% | -8.6% |
| YTD | -6.7% | +20.3% | -27.0% | -10.8% |
| 1Y | -4.7% | +22.7% | -27.4% | -9.4% |
| All | +95.9% | +39.3% | +56.7% | +59.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling