-1.2%
IQV vs BAH
+1.2%
-2.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.8% | -4.7% | -1.1% |
| 7D | -5.3% | +2.4% | -7.7% | -5.9% |
| 30D | +5.5% | -2.9% | +8.5% | +6.2% |
| 3M | +41.2% | -1.3% | +42.6% | +41.1% |
| 6M | +50.5% | -0.9% | +51.4% | +49.6% |
| YTD | +14.1% | -8.2% | +22.4% | +15.2% |
| 1Y | +39.9% | -24.0% | +63.9% | +47.9% |
| 3Y | +20.5% | -28.1% | +48.6% | +24.0% |
| 5Y | -1.2% | +2.5% | -3.7% | -10.7% |
| All | -1.2% | +1.2% | -2.5% | -10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling