+236.7%
IQV vs XHB
+215.4%
+21.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +0.7% |
| 7D | -2.2% | -4.6% | +2.4% | +0.8% |
| 30D | +8.3% | -9.1% | +17.4% | +15.2% |
| 3M | +44.6% | -8.6% | +53.1% | +52.3% |
| 6M | +52.6% | -4.0% | +56.6% | +53.9% |
| YTD | +16.1% | -3.9% | +20.1% | +16.0% |
| 1Y | +37.3% | -16.5% | +53.7% | +50.8% |
| 3Y | +21.6% | +22.6% | -1.0% | -0.1% |
| 5Y | +0.5% | +33.9% | -33.5% | -24.1% |
| All | +236.7% | +215.4% | +21.3% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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