+45.5%
IQV vs BHP
+65.8%
-20.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.1% | -1.2% |
| 7D | +2.3% | -5.0% | +7.3% | +2.7% |
| 30D | +13.4% | +1.2% | +12.3% | +13.3% |
| 3M | +43.3% | +1.8% | +41.4% | +43.7% |
| 6M | +50.5% | +18.0% | +32.5% | +46.9% |
| YTD | +18.8% | +52.7% | -33.9% | +11.8% |
| 1Y | +45.5% | +66.0% | -20.5% | +35.6% |
| All | +45.5% | +65.8% | -20.3% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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