+236.7%
IQV vs BWA
+156.8%
+80.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.3% | +1.3% |
| 7D | -2.2% | -1.3% | -0.9% | -1.8% |
| 30D | +8.3% | -2.9% | +11.2% | +9.1% |
| 3M | +44.6% | -10.7% | +55.3% | +49.1% |
| 6M | +52.6% | +26.5% | +26.1% | +38.2% |
| YTD | +16.1% | +49.1% | -33.0% | -2.8% |
| 1Y | +37.3% | +52.1% | -14.8% | +13.8% |
| 3Y | +21.6% | +72.6% | -51.0% | -6.4% |
| 5Y | +0.5% | +89.4% | -88.9% | -27.6% |
| All | +236.7% | +156.8% | +80.0% | +103.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling