-69.4%
BTDR vs IQV
+25.1%
-94.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.5% | -6.1% | -5.8% |
| 7D | -17.6% | -5.5% | -12.1% | -15.9% |
| 30D | -40.3% | -0.9% | -39.4% | -39.9% |
| 3M | -42.6% | +15.6% | -58.2% | -44.8% |
| 6M | -46.3% | +63.9% | -110.2% | -58.6% |
| YTD | -41.7% | +17.0% | -58.8% | -51.1% |
| 1Y | -69.4% | +25.0% | -94.4% | -71.7% |
| All | -69.4% | +25.1% | -94.5% | -71.7% |
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