+2,519.4%
IBKR vs IQV
+498.2%
+2,021.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.7% | +0.4% | +1.5% |
| 7D | -1.3% | -2.2% | +0.9% | -0.5% |
| 30D | -0.2% | +8.3% | -8.5% | -3.2% |
| 3M | +3.0% | +44.6% | -41.6% | -11.9% |
| 6M | +33.9% | +52.6% | -18.7% | +11.4% |
| YTD | +42.5% | +16.1% | +26.4% | +31.3% |
| 1Y | +44.9% | +37.3% | +7.6% | +24.2% |
| 3Y | +293.0% | +21.6% | +271.4% | +237.7% |
| 5Y | +497.7% | +0.5% | +497.2% | +444.2% |
| 10Y | +1,004.4% | +239.7% | +764.7% | +451.5% |
| All | +2,519.4% | +498.2% | +2,021.2% | +1,059.3% |
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