+25.0%
IQV vs BWA
+17.4%
+7.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | +0.4% |
| 7D | -5.5% | -9.9% | +4.4% | -5.8% |
| 30D | -0.9% | -16.4% | +15.5% | -1.4% |
| 3M | +15.6% | -19.8% | +35.4% | +15.0% |
| 6M | +63.9% | -10.0% | +73.9% | +61.6% |
| YTD | +17.0% | +12.7% | +4.3% | +6.2% |
| 1Y | +25.0% | +15.7% | +9.4% | +12.2% |
| All | +25.0% | +17.4% | +7.7% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1y: compounded portfolio wealth divided by compounded BWA 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…
1y analysis · Full analysis span regression · 6 months rolling