+551.9%
IQV vs IBB
+286.2%
+265.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.7% | -0.5% |
| 7D | +4.1% | -1.4% | +5.4% | +4.9% |
| 30D | +4.7% | +6.8% | -2.1% | -0.3% |
| 3M | +12.6% | +9.2% | +3.4% | +5.2% |
| 6M | +58.2% | +28.3% | +29.8% | +31.7% |
| YTD | +21.8% | +29.4% | -7.6% | +1.0% |
| 1Y | +25.6% | +33.2% | -7.5% | +2.0% |
| 3Y | +40.1% | +90.2% | -50.1% | -9.5% |
| 5Y | +8.7% | +44.0% | -35.3% | -16.2% |
| 10Y | +255.9% | +133.1% | +122.8% | +109.2% |
| All | +551.9% | +286.2% | +265.7% | +240.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling