+69.8%
IBIT vs IQV
+24.0%
+45.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -2.1% |
| 7D | +3.0% | +2.3% | +0.7% | +2.5% |
| 30D | +23.1% | +13.4% | +9.7% | +19.8% |
| 3M | +25.6% | +43.3% | -17.7% | +15.2% |
| 6M | +9.1% | +50.5% | -41.4% | -1.7% |
| YTD | -8.9% | +18.8% | -27.7% | -12.4% |
| 1Y | -27.5% | +45.5% | -72.9% | -34.0% |
| All | +69.8% | +24.0% | +45.9% | +58.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling