+45.0%
BBY vs IQV
+22.1%
+22.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.3% | +2.5% |
| 7D | +0.6% | -2.2% | +2.8% | +1.4% |
| 30D | +9.4% | +8.3% | +1.1% | +6.3% |
| 3M | +19.3% | +44.6% | -25.2% | +3.7% |
| 6M | +47.9% | +52.6% | -4.6% | +25.5% |
| YTD | +39.6% | +16.1% | +23.4% | +29.7% |
| 1Y | +22.2% | +37.3% | -15.1% | +5.9% |
| 3Y | +45.0% | +21.6% | +23.4% | +24.1% |
| All | +45.0% | +22.1% | +22.9% | +24.1% |
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