+231.0%
IQV vs BUD
-22.8%
+253.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.3% |
| 7D | -5.3% | -3.2% | -2.1% | -4.1% |
| 30D | +5.5% | -3.7% | +9.2% | +7.0% |
| 3M | +41.2% | -4.4% | +45.7% | +43.5% |
| 6M | +50.5% | +7.7% | +42.8% | +45.6% |
| YTD | +14.1% | +23.1% | -8.9% | +4.4% |
| 1Y | +39.9% | +33.6% | +6.3% | +23.7% |
| 3Y | +20.5% | +44.7% | -24.2% | +1.5% |
| 5Y | -1.2% | +44.9% | -46.2% | -18.5% |
| All | +231.0% | -22.8% | +253.8% | +189.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling