-27.5%
IBIT vs IQV
+46.0%
-73.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -2.1% |
| 7D | +3.0% | +2.3% | +0.7% | +2.6% |
| 30D | +23.1% | +13.4% | +9.7% | +20.3% |
| 3M | +25.6% | +43.3% | -17.7% | +17.0% |
| 6M | +9.1% | +50.5% | -41.4% | +0.1% |
| YTD | -8.9% | +18.8% | -27.7% | -9.0% |
| 1Y | -27.5% | +45.5% | -72.9% | -31.2% |
| All | -27.5% | +46.0% | -73.4% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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