-53.6%
BSX vs IQV
+25.1%
-78.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.5% | +4.9% | +5.3% |
| 7D | +8.0% | -5.5% | +13.5% | +8.4% |
| 30D | +8.1% | -0.9% | +8.9% | +8.0% |
| 3M | -6.7% | +15.6% | -22.3% | -7.7% |
| 6M | -19.4% | +63.9% | -83.3% | -21.7% |
| YTD | -51.9% | +17.0% | -69.0% | -52.7% |
| 1Y | -53.6% | +25.0% | -78.7% | -56.1% |
| All | -53.6% | +25.1% | -78.7% | -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 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