+419.3%
BSX vs IQV
+488.0%
-68.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.1% | -4.3% | -4.2% |
| 7D | -8.2% | -5.3% | -2.9% | -6.3% |
| 30D | -15.8% | +5.5% | -21.3% | -17.6% |
| 3M | -10.8% | +41.2% | -52.1% | -22.6% |
| 6M | -38.4% | +50.5% | -88.9% | -48.5% |
| YTD | -54.8% | +14.1% | -68.9% | -58.3% |
| 1Y | -59.0% | +39.9% | -99.0% | -65.5% |
| 3Y | -20.0% | +20.5% | -40.5% | -31.7% |
| 5Y | -3.1% | -1.2% | -1.8% | -11.5% |
| 10Y | +83.3% | +233.9% | -150.5% | -9.4% |
| All | +419.3% | +488.0% | -68.7% | +107.0% |
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