+38.2%
IQV vs BIYA
-99.8%
+138.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.4% | -0.9% |
| 7D | -2.6% | +2.7% | -5.3% | -2.6% |
| 30D | +6.2% | -16.7% | +22.9% | +6.3% |
| 3M | +38.0% | -74.6% | +112.6% | +38.4% |
| 6M | +43.9% | -85.4% | +129.3% | +44.8% |
| YTD | +14.0% | -94.2% | +108.2% | +15.5% |
| 1Y | +35.5% | -98.6% | +134.1% | +39.7% |
| All | +38.2% | -99.8% | +138.0% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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