+150.6%
BMY vs IQV
+492.3%
-341.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.2% | 0.0% | -2.3% |
| 7D | -3.3% | +0.3% | -3.7% | -3.4% |
| 30D | 0.0% | +8.6% | -8.6% | -2.3% |
| 3M | +17.7% | +41.1% | -23.4% | +6.4% |
| 6M | +9.6% | +48.6% | -38.9% | -3.0% |
| YTD | +24.0% | +15.0% | +9.0% | +17.1% |
| 1Y | +45.1% | +38.1% | +7.0% | +29.5% |
| 3Y | +22.5% | +21.4% | +1.1% | +10.6% |
| 5Y | +22.3% | -1.0% | +23.3% | +14.6% |
| 10Y | +62.0% | +233.0% | -171.0% | -4.4% |
| All | +150.6% | +492.3% | -341.7% | +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 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