+14.9%
BTDR vs IQV
+22.1%
-7.2%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.7% | +2.0% | +2.7% |
| 7D | -3.4% | -2.2% | -1.2% | -2.1% |
| 30D | +32.6% | +8.3% | +24.3% | +26.8% |
| 3M | -32.2% | +44.6% | -76.8% | -49.0% |
| 6M | +52.4% | +52.6% | -0.2% | +10.2% |
| YTD | +6.7% | +16.1% | -9.4% | -7.0% |
| 1Y | -15.2% | +37.3% | -52.5% | -35.9% |
| 3Y | +14.9% | +21.6% | -6.7% | -18.5% |
| All | +14.9% | +22.1% | -7.2% | -18.5% |
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