+510.3%
IQV vs XHB
+250.8%
+259.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | +0.1% |
| 7D | -2.6% | -1.9% | -0.7% | -1.4% |
| 30D | +6.2% | -8.3% | +14.5% | +12.1% |
| 3M | +38.0% | -7.1% | +45.1% | +43.6% |
| 6M | +43.9% | -5.3% | +49.2% | +46.5% |
| YTD | +14.0% | -3.2% | +17.2% | +13.5% |
| 1Y | +35.5% | -13.9% | +49.4% | +45.5% |
| 3Y | +20.3% | +24.9% | -4.6% | -1.0% |
| 5Y | -1.6% | +34.5% | -36.2% | -24.4% |
| 10Y | +233.4% | +215.5% | +18.0% | +40.9% |
| All | +510.3% | +250.8% | +259.5% | +153.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling