-20.7%
IBIT vs IQV
+25.1%
-45.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.5% | +2.4% | +2.8% |
| 7D | -1.8% | -5.5% | +3.7% | -0.7% |
| 30D | -6.7% | -0.9% | -5.8% | -6.5% |
| 3M | +24.6% | +15.6% | +9.0% | +21.8% |
| 6M | -0.2% | +63.9% | -64.1% | -9.7% |
| YTD | -8.7% | +17.0% | -25.7% | -7.1% |
| 1Y | -20.7% | +25.0% | -45.8% | -18.2% |
| All | -20.7% | +25.1% | -45.8% | -18.2% |
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