Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • SLV vs IQV✓SelectedUSD · IQVSLV vs IQV performance historyLatest closeAs of-0.75%09/08
Stock and ETF performance explorer

SLV vs IQV

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+159.4%
IQV return
+492.3%
Excess return
-333.0%
Maximum drawdown
-52.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioIQVExcessAlpha
1D-0.8%-3.2%+2.4%-0.2%
7D+2.5%+0.3%+2.2%+2.5%
30D+3.3%+8.6%-5.3%+1.9%
3M-3.6%+41.1%-44.7%-9.2%
6M-21.8%+48.6%-70.4%-27.2%
YTD-7.8%+15.0%-22.8%-10.6%
1Y+58.3%+38.1%+20.2%+49.2%
3Y+182.6%+21.4%+161.2%+167.9%
5Y+167.8%-1.0%+168.8%+158.9%
10Y+218.9%+233.0%-14.1%+162.3%
All+159.4%+492.3%-333.0%+105.6%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling