+45.5%
IQV vs BB
+105.3%
-59.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +2.3% | -5.6% | +7.9% | +2.4% |
| 30D | +13.4% | -11.8% | +25.2% | +13.7% |
| 3M | +43.3% | -25.5% | +68.8% | +44.9% |
| 6M | +50.5% | +121.3% | -70.7% | +33.2% |
| YTD | +18.8% | +103.2% | -84.4% | +5.9% |
| 1Y | +45.5% | +102.6% | -57.2% | +36.4% |
| All | +45.5% | +105.3% | -59.9% | +36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling