+529.6%
IQV vs BUD
+16.7%
+512.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.4% | -2.6% |
| 7D | -2.5% | +1.0% | -3.5% | -2.9% |
| 30D | +1.2% | +6.7% | -5.5% | -1.5% |
| 3M | +9.8% | +5.7% | +4.1% | +7.1% |
| 6M | +53.8% | +5.8% | +48.0% | +49.5% |
| YTD | +17.6% | +34.4% | -16.8% | +3.8% |
| 1Y | +18.6% | +33.3% | -14.7% | +5.0% |
| 3Y | +36.9% | +48.8% | -11.9% | +14.3% |
| 5Y | +4.1% | +52.5% | -48.4% | -15.3% |
| 10Y | +243.7% | -4.0% | +247.7% | +196.7% |
| All | +529.6% | +16.7% | +512.9% | +414.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling