+25.0%
IQV vs BBWI
+2.4%
+22.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.1% | -3.7% | +0.1% |
| 7D | -5.5% | +8.8% | -14.2% | -6.2% |
| 30D | -0.9% | +34.8% | -35.7% | -3.8% |
| 3M | +15.6% | +12.9% | +2.7% | +13.9% |
| 6M | +63.9% | +29.6% | +34.3% | +58.7% |
| YTD | +17.0% | +20.8% | -3.7% | +14.6% |
| 1Y | +25.0% | +4.1% | +21.0% | +22.5% |
| All | +25.0% | +2.4% | +22.7% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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