-20.3%
BROS vs IQV
+25.1%
-45.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.5% | +0.8% |
| 7D | +2.5% | -5.5% | +7.9% | +4.0% |
| 30D | +15.1% | -0.9% | +15.9% | +15.2% |
| 3M | -31.4% | +15.6% | -47.0% | -34.4% |
| 6M | -22.6% | +63.9% | -86.5% | -35.7% |
| YTD | -28.1% | +17.0% | -45.2% | -31.8% |
| 1Y | -20.3% | +25.0% | -45.3% | -30.6% |
| All | -20.3% | +25.1% | -45.4% | -30.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling