+2.4%
IQV vs BIDU
-44.1%
+46.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.6% |
| 7D | -2.2% | -8.1% | +5.9% | -0.9% |
| 30D | +8.3% | -12.8% | +21.1% | +10.5% |
| 3M | +44.6% | -21.3% | +65.9% | +49.6% |
| 6M | +52.6% | -27.0% | +79.5% | +58.9% |
| YTD | +16.1% | -30.0% | +46.2% | +21.4% |
| 1Y | +37.3% | -18.3% | +55.5% | +38.5% |
| 3Y | +21.6% | -33.8% | +55.4% | +23.9% |
| All | +2.4% | -44.1% | +46.5% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 5y: compounded portfolio wealth divided by compounded BIDU 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…
5y analysis · Full analysis span regression · 6 months rolling