+19.5%
IQV vs XHB
+21.1%
-1.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.5% | +1.4% |
| 7D | -5.3% | -5.2% | 0.0% | -2.5% |
| 30D | +5.5% | -12.1% | +17.7% | +13.1% |
| 3M | +41.2% | -6.2% | +47.5% | +45.2% |
| 6M | +50.5% | -6.7% | +57.2% | +54.1% |
| YTD | +14.1% | -5.5% | +19.6% | +14.8% |
| 1Y | +39.9% | -15.6% | +55.6% | +51.6% |
| All | +19.5% | +21.1% | -1.6% | -5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling