+515.6%
IQV vs BIDU
-0.2%
+515.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -7.0% | +3.8% | -1.9% |
| 7D | +0.3% | -2.4% | +2.8% | +0.7% |
| 30D | +8.6% | -15.6% | +24.2% | +11.7% |
| 3M | +41.1% | -22.3% | +63.4% | +46.9% |
| 6M | +48.6% | -22.3% | +70.8% | +53.6% |
| YTD | +15.0% | -29.2% | +44.2% | +20.5% |
| 1Y | +38.1% | -14.8% | +52.9% | +38.5% |
| 3Y | +21.4% | -31.8% | +53.2% | +23.7% |
| 5Y | -1.0% | -43.1% | +42.1% | -1.0% |
| 10Y | +233.0% | -50.6% | +283.6% | +206.3% |
| All | +515.6% | -0.2% | +515.8% | +454.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling