+21.6%
IQV vs BTG
+94.8%
-73.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.7% |
| 7D | -2.2% | -3.8% | +1.5% | -1.9% |
| 30D | +8.3% | +3.6% | +4.7% | +7.9% |
| 3M | +44.6% | +32.0% | +12.6% | +40.9% |
| 6M | +52.6% | +3.4% | +49.2% | +51.4% |
| YTD | +16.1% | +20.8% | -4.7% | +13.3% |
| 1Y | +37.3% | +22.4% | +14.9% | +32.9% |
| 3Y | +21.6% | +91.7% | -70.1% | +12.1% |
| All | +21.6% | +94.8% | -73.3% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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