+515.6%
IQV vs BB
-48.1%
+563.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.2% | -5.4% | -3.5% |
| 7D | +0.3% | +0.5% | -0.2% | +0.3% |
| 30D | +8.6% | -12.4% | +21.0% | +10.1% |
| 3M | +41.1% | -15.3% | +56.4% | +42.3% |
| 6M | +48.6% | +128.8% | -80.2% | +31.1% |
| YTD | +15.0% | +107.7% | -92.7% | +2.8% |
| 1Y | +38.1% | +103.9% | -65.8% | +23.1% |
| 3Y | +21.4% | +72.6% | -51.2% | +6.7% |
| 5Y | -1.0% | -24.3% | +23.2% | -7.9% |
| 10Y | +233.0% | +3.1% | +229.8% | +157.6% |
| All | +515.6% | -48.1% | +563.6% | +365.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling