+21.6%
IQV vs BBIO
+154.4%
-132.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -2.2% | -3.2% | +1.0% | -1.7% |
| 30D | +8.3% | -13.6% | +21.9% | +11.3% |
| 3M | +44.6% | +7.2% | +37.3% | +42.1% |
| 6M | +52.6% | +1.5% | +51.1% | +51.4% |
| YTD | +16.1% | -5.3% | +21.4% | +16.2% |
| 1Y | +37.3% | +37.7% | -0.4% | +27.6% |
| 3Y | +21.6% | +153.9% | -132.3% | -7.2% |
| All | +21.6% | +154.4% | -132.9% | -7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling