+64.4%
IBIT vs IQV
+21.2%
+43.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.2% |
| 7D | -3.2% | -2.2% | -1.0% | -2.7% |
| 30D | +22.0% | +8.3% | +13.7% | +19.9% |
| 3M | +21.4% | +44.6% | -23.2% | +11.0% |
| 6M | +9.2% | +52.6% | -43.3% | -2.1% |
| YTD | -11.8% | +16.1% | -28.0% | -14.8% |
| 1Y | -32.7% | +37.3% | -70.0% | -37.8% |
| All | +64.4% | +21.2% | +43.2% | +54.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling