+66.3%
IBIT vs IQV
+19.0%
+47.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | 0.0% |
| 7D | +1.1% | -2.6% | +3.7% | +1.8% |
| 30D | +22.2% | +6.2% | +16.1% | +20.8% |
| 3M | +26.0% | +38.0% | -11.9% | +16.6% |
| 6M | +13.2% | +43.9% | -30.7% | +3.0% |
| YTD | -10.8% | +14.0% | -24.8% | -13.4% |
| 1Y | -29.9% | +35.5% | -65.5% | -35.1% |
| All | +66.3% | +19.0% | +47.3% | +56.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling