+19.3%
IQV vs BUD
+44.4%
-25.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.2% |
| 7D | -2.6% | -1.3% | -1.3% | -2.2% |
| 30D | +6.2% | -6.1% | +12.3% | +8.1% |
| 3M | +38.0% | -3.8% | +41.7% | +39.4% |
| 6M | +43.9% | +8.2% | +35.8% | +39.9% |
| YTD | +14.0% | +23.6% | -9.6% | +6.0% |
| 1Y | +35.5% | +33.4% | +2.1% | +22.8% |
| All | +19.3% | +44.4% | -25.1% | +1.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling