+21.6%
IQV vs BHP
+71.6%
-50.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.8% |
| 7D | -2.2% | -3.6% | +1.4% | -1.3% |
| 30D | +8.3% | -1.2% | +9.5% | +8.5% |
| 3M | +44.6% | +1.2% | +43.4% | +43.5% |
| 6M | +52.6% | +21.4% | +31.2% | +41.1% |
| YTD | +16.1% | +50.4% | -34.3% | -2.1% |
| 1Y | +37.3% | +67.5% | -30.2% | +10.2% |
| 3Y | +21.6% | +72.8% | -51.3% | -6.4% |
| All | +21.6% | +71.6% | -50.0% | -6.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling