+26.1%
IQV vs BBIO
+21.0%
+5.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.6% | +5.1% | +1.4% |
| 7D | -3.7% | +5.0% | -8.7% | -4.9% |
| 30D | +1.9% | +10.9% | -9.0% | -0.6% |
| 3M | +12.2% | -9.4% | +21.6% | +14.6% |
| 6M | +50.1% | +8.0% | +42.2% | +45.5% |
| YTD | +17.5% | -2.9% | +20.4% | +17.2% |
| 1Y | +26.1% | +18.5% | +7.5% | +18.3% |
| All | +26.1% | +21.0% | +5.0% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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