+510.3%
IQV vs IBN
+281.6%
+228.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.9% | -0.4% |
| 7D | -2.6% | -5.1% | +2.5% | -1.1% |
| 30D | +6.2% | -3.5% | +9.7% | +7.2% |
| 3M | +38.0% | +11.3% | +26.7% | +33.8% |
| 6M | +43.9% | +4.4% | +39.5% | +41.9% |
| YTD | +14.0% | -1.8% | +15.8% | +14.2% |
| 1Y | +35.5% | -8.0% | +43.5% | +38.0% |
| 3Y | +20.3% | +27.1% | -6.7% | +10.8% |
| 5Y | -1.6% | +54.5% | -56.1% | -14.8% |
| 10Y | +233.4% | +314.2% | -80.8% | +122.8% |
| All | +510.3% | +281.6% | +228.6% | +320.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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