-21.2%
BSX vs IQV
+22.1%
-43.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.5% |
| 7D | -10.1% | -2.2% | -7.8% | -9.8% |
| 30D | -16.4% | +8.3% | -24.7% | -17.3% |
| 3M | -8.9% | +44.6% | -53.5% | -13.5% |
| 6M | -38.3% | +52.6% | -90.8% | -42.0% |
| YTD | -54.9% | +16.1% | -71.1% | -55.9% |
| 1Y | -58.8% | +37.3% | -96.1% | -61.0% |
| 3Y | -21.2% | +21.6% | -42.8% | -26.8% |
| All | -21.2% | +22.1% | -43.3% | -26.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling