-1.0%
IQV vs IBB
+20.0%
-21.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.2% | -1.0% | -1.2% |
| 7D | +0.3% | -1.7% | +2.0% | +1.9% |
| 30D | +8.6% | +4.9% | +3.7% | +3.4% |
| 3M | +41.1% | +24.2% | +16.9% | +14.0% |
| 6M | +48.6% | +23.8% | +24.7% | +20.0% |
| YTD | +15.0% | +23.0% | -8.0% | -6.4% |
| 1Y | +38.1% | +46.2% | -8.0% | -5.1% |
| 3Y | +21.4% | +64.8% | -43.4% | -25.1% |
| 5Y | -1.0% | +20.9% | -21.9% | -25.6% |
| All | -1.0% | +20.0% | -21.0% | -25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling