-15.2%
BTDR vs IQV
+41.8%
-57.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.7% | +2.0% | +3.2% |
| 7D | -3.4% | -2.2% | -1.2% | -2.7% |
| 30D | +32.6% | +8.3% | +24.3% | +29.6% |
| 3M | -32.2% | +44.6% | -76.8% | -43.9% |
| 6M | +52.4% | +52.6% | -0.2% | +21.6% |
| YTD | +6.7% | +16.1% | -9.4% | -7.2% |
| 1Y | -15.2% | +37.3% | -52.5% | -29.4% |
| All | -15.2% | +41.8% | -57.0% | -29.4% |
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