+24.3%
BMY vs IQV
-0.1%
+24.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.5% |
| 7D | -4.8% | -2.2% | -2.5% | -4.4% |
| 30D | -0.1% | +8.3% | -8.4% | -1.5% |
| 3M | +13.1% | +44.6% | -31.5% | +5.2% |
| 6M | +8.4% | +52.6% | -44.2% | -0.6% |
| YTD | +22.0% | +16.1% | +5.8% | +17.6% |
| 1Y | +40.3% | +37.3% | +3.0% | +30.3% |
| 3Y | +20.5% | +21.6% | -1.0% | +12.0% |
| All | +24.3% | -0.1% | +24.4% | +15.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling