+535.9%
IQV vs IBB
+275.2%
+260.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.8% |
| 7D | +2.3% | +1.4% | +0.9% | +1.3% |
| 30D | +13.4% | +10.5% | +2.9% | +5.5% |
| 3M | +43.3% | +23.6% | +19.6% | +23.0% |
| 6M | +50.5% | +22.6% | +27.9% | +29.8% |
| YTD | +18.8% | +25.7% | -6.9% | +0.8% |
| 1Y | +45.5% | +51.4% | -5.9% | +8.5% |
| 3Y | +19.4% | +64.4% | -45.0% | -14.7% |
| 5Y | +1.7% | +22.1% | -20.4% | -13.1% |
| 10Y | +247.9% | +132.5% | +115.5% | +106.6% |
| All | +535.9% | +275.2% | +260.7% | +240.2% |
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 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