+1,627.6%
QLD vs IQV
+236.7%
+1,390.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.3% |
| 7D | -2.6% | -5.3% | +2.7% | +1.4% |
| 30D | -3.3% | +5.5% | -8.8% | -7.5% |
| 3M | +1.8% | +41.2% | -39.4% | -26.0% |
| 6M | +29.7% | +50.5% | -20.8% | -12.6% |
| YTD | +25.1% | +14.1% | +11.0% | +3.9% |
| 1Y | +37.1% | +39.9% | -2.8% | -6.1% |
| 3Y | +176.3% | +20.5% | +155.8% | +97.7% |
| 5Y | +121.0% | -1.2% | +122.2% | +97.3% |
| All | +1,627.6% | +236.7% | +1,390.9% | +496.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded IQV 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling