+19.3%
IQV vs BAH
-31.4%
+50.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -2.6% | -1.3% | -1.3% | -2.3% |
| 30D | +6.2% | -6.6% | +12.8% | +7.8% |
| 3M | +38.0% | -7.2% | +45.1% | +40.0% |
| 6M | +43.9% | -10.0% | +53.9% | +46.7% |
| YTD | +14.0% | -12.5% | +26.5% | +16.3% |
| 1Y | +35.5% | -27.9% | +63.4% | +44.2% |
| All | +19.3% | -31.4% | +50.7% | +23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling