+29.4%
IQV vs BBAI
-70.8%
+100.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +0.3% | -1.0% | +1.3% | +0.3% |
| 30D | +8.6% | -10.7% | +19.3% | +8.8% |
| 3M | +41.1% | -32.3% | +73.4% | +41.9% |
| 6M | +48.6% | -31.3% | +79.8% | +49.2% |
| YTD | +15.0% | -45.9% | +60.9% | +15.8% |
| 1Y | +38.1% | -40.0% | +78.2% | +38.7% |
| 3Y | +21.4% | +72.8% | -51.4% | +19.7% |
| 5Y | -1.0% | -70.4% | +69.3% | -0.1% |
| All | +29.4% | -70.8% | +100.2% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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