+466.6%
BBY vs IQV
+498.2%
-31.6%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.3% | +2.3% |
| 7D | +0.6% | -2.2% | +2.8% | +1.6% |
| 30D | +9.4% | +8.3% | +1.1% | +5.4% |
| 3M | +19.3% | +44.6% | -25.2% | -0.2% |
| 6M | +47.9% | +52.6% | -4.6% | +19.9% |
| YTD | +39.6% | +16.1% | +23.4% | +26.5% |
| 1Y | +22.2% | +37.3% | -15.1% | +2.0% |
| 3Y | +45.0% | +21.6% | +23.4% | +23.2% |
| 5Y | +2.6% | +0.5% | +2.1% | -6.6% |
| 10Y | +250.5% | +239.7% | +10.8% | +84.1% |
| All | +466.6% | +498.2% | -31.6% | +144.5% |
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