-33.4%
BAX vs IQV
+19.8%
-53.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.6% |
| 7D | -5.1% | -2.6% | -2.5% | -4.2% |
| 30D | -12.2% | +6.2% | -18.4% | -14.0% |
| 3M | +21.8% | +38.0% | -16.2% | +8.2% |
| 6M | +36.3% | +43.9% | -7.6% | +18.5% |
| YTD | +27.8% | +14.0% | +13.8% | +19.9% |
| 1Y | -0.1% | +35.5% | -35.6% | -12.6% |
| All | -33.4% | +19.8% | -53.2% | -43.8% |
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