+37.3%
IQV vs BBWI
-31.4%
+68.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.4% | -4.7% | +1.0% |
| 7D | -2.2% | -4.8% | +2.6% | -1.7% |
| 30D | +8.3% | +3.5% | +4.8% | +7.6% |
| 3M | +44.6% | -0.3% | +44.9% | +44.0% |
| 6M | +52.6% | -5.4% | +57.9% | +52.2% |
| YTD | +16.1% | -4.7% | +20.9% | +16.3% |
| 1Y | +37.3% | -30.5% | +67.8% | +46.5% |
| All | +37.3% | -31.4% | +68.7% | +46.5% |
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