+515.6%
IQV vs BWA
+120.6%
+394.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.9% | -1.3% | -2.6% |
| 7D | +0.3% | +4.3% | -3.9% | -1.0% |
| 30D | +8.6% | -2.9% | +11.5% | +9.4% |
| 3M | +41.1% | -12.4% | +53.5% | +46.2% |
| 6M | +48.6% | +28.6% | +20.0% | +34.2% |
| YTD | +15.0% | +48.2% | -33.2% | -2.9% |
| 1Y | +38.1% | +50.9% | -12.8% | +15.7% |
| 3Y | +21.4% | +72.2% | -50.8% | -5.4% |
| 5Y | -1.0% | +91.1% | -92.1% | -27.6% |
| 10Y | +233.0% | +144.0% | +88.9% | +101.4% |
| All | +515.6% | +120.6% | +394.9% | +288.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling