+25.0%
IQV vs IBB
+42.2%
-17.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.2% | -1.3% |
| 7D | -5.5% | +2.2% | -7.7% | -6.9% |
| 30D | -0.9% | +6.3% | -7.2% | -5.0% |
| 3M | +15.6% | +16.3% | -0.7% | +3.0% |
| 6M | +63.9% | +30.0% | +33.9% | +33.8% |
| YTD | +17.0% | +31.1% | -14.1% | -3.9% |
| 1Y | +25.0% | +42.0% | -16.9% | -2.2% |
| All | +25.0% | +42.2% | -17.2% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling