+231.0%
IQV vs IBB
+125.2%
+105.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +1.3% |
| 7D | -5.3% | -5.2% | 0.0% | -1.0% |
| 30D | +5.5% | +1.5% | +4.1% | +3.9% |
| 3M | +41.2% | +22.1% | +19.1% | +18.9% |
| 6M | +50.5% | +17.7% | +32.8% | +30.5% |
| YTD | +14.1% | +20.2% | -6.0% | -2.7% |
| 1Y | +39.9% | +44.4% | -4.5% | +2.3% |
| 3Y | +20.5% | +61.1% | -40.6% | -18.5% |
| 5Y | -1.2% | +18.5% | -19.8% | -16.3% |
| All | +231.0% | +125.2% | +105.8% | +81.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling