-1.2%
IQV vs BB
-29.9%
+28.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.6% |
| 7D | -5.3% | -2.1% | -3.2% | -5.0% |
| 30D | +5.5% | -16.0% | +21.6% | +8.4% |
| 3M | +41.2% | -14.5% | +55.8% | +42.5% |
| 6M | +50.5% | +118.6% | -68.0% | +23.9% |
| YTD | +14.1% | +98.9% | -84.8% | -4.2% |
| 1Y | +39.9% | +99.5% | -59.5% | +16.2% |
| 3Y | +20.5% | +65.4% | -44.9% | -1.7% |
| 5Y | -1.2% | -27.6% | +26.4% | -10.9% |
| All | -1.2% | -29.9% | +28.6% | -10.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling