+198.9%
BDX vs IQV
+487.2%
-288.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.8% | +1.2% |
| 7D | -3.6% | -2.6% | -1.0% | -2.8% |
| 30D | +0.7% | +6.2% | -5.5% | -1.2% |
| 3M | +19.0% | +38.0% | -19.0% | +7.4% |
| 6M | +10.8% | +43.9% | -33.1% | -1.9% |
| YTD | +20.1% | +14.0% | +6.1% | +13.2% |
| 1Y | +23.1% | +35.5% | -12.4% | +9.4% |
| 3Y | -8.8% | +20.3% | -29.2% | -18.3% |
| 5Y | -1.4% | -1.6% | +0.2% | -7.8% |
| 10Y | +60.5% | +233.4% | -172.9% | -4.9% |
| All | +198.9% | +487.2% | -288.3% | +56.1% |
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 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