+118.3%
BTI vs IQV
-0.1%
+118.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.6% |
| 7D | -0.2% | -2.2% | +2.0% | 0.0% |
| 30D | -1.1% | +8.3% | -9.4% | -1.7% |
| 3M | -8.8% | +44.6% | -53.3% | -11.4% |
| 6M | -4.0% | +52.6% | -56.5% | -7.3% |
| YTD | +0.4% | +16.1% | -15.8% | -1.0% |
| 1Y | +1.9% | +37.3% | -35.3% | -1.3% |
| 3Y | +108.5% | +21.6% | +86.9% | +102.6% |
| All | +118.3% | -0.1% | +118.4% | +106.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling