+503.6%
IBKR vs IQV
-0.1%
+503.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.7% | +0.4% | +1.7% |
| 7D | -1.3% | -2.2% | +0.9% | -0.7% |
| 30D | -0.2% | +8.3% | -8.5% | -2.4% |
| 3M | +3.0% | +44.6% | -41.6% | -8.2% |
| 6M | +33.9% | +52.6% | -18.7% | +16.9% |
| YTD | +42.5% | +16.1% | +26.4% | +34.5% |
| 1Y | +44.9% | +37.3% | +7.6% | +29.7% |
| 3Y | +293.0% | +21.6% | +271.4% | +250.5% |
| All | +503.6% | -0.1% | +503.8% | +465.6% |
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