+2.4%
IQV vs XHB
+33.0%
-30.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +0.8% |
| 7D | -2.2% | -4.6% | +2.4% | +0.6% |
| 30D | +8.3% | -9.1% | +17.4% | +14.7% |
| 3M | +44.6% | -8.6% | +53.1% | +51.8% |
| 6M | +52.6% | -4.0% | +56.6% | +53.8% |
| YTD | +16.1% | -3.9% | +20.1% | +15.9% |
| 1Y | +37.3% | -16.5% | +53.7% | +50.5% |
| 3Y | +21.6% | +22.6% | -1.0% | -0.6% |
| All | +2.4% | +33.0% | -30.6% | -23.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling