+244.8%
IQV vs BAH
+198.8%
+46.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -2.0% | -2.1% |
| 7D | -2.5% | +1.7% | -4.2% | -3.0% |
| 30D | +1.2% | +20.8% | -19.6% | -5.2% |
| 3M | +9.8% | +11.6% | -1.8% | +5.1% |
| 6M | +53.8% | +23.1% | +30.7% | +41.6% |
| YTD | +17.6% | +5.3% | +12.4% | +13.0% |
| 1Y | +18.6% | +6.1% | +12.5% | +13.3% |
| 3Y | +36.9% | -27.5% | +64.4% | +43.1% |
| 5Y | +4.1% | +6.2% | -2.1% | -9.0% |
| All | +244.8% | +198.8% | +46.0% | +114.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 10y: compounded portfolio wealth divided by compounded BAH 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…
10y analysis · Full analysis span regression · 6 months rolling