+149.7%
XBI vs IQV
+242.6%
-92.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -1.3% |
| 7D | -4.6% | -2.2% | -2.4% | -3.6% |
| 30D | -2.0% | +8.3% | -10.3% | -5.9% |
| 3M | +17.8% | +44.6% | -26.8% | -3.9% |
| 6M | +23.7% | +52.6% | -28.8% | -2.9% |
| YTD | +28.2% | +16.1% | +12.1% | +14.6% |
| 1Y | +64.0% | +37.3% | +26.7% | +32.9% |
| 3Y | +99.4% | +21.6% | +77.8% | +65.5% |
| 5Y | +19.3% | +0.5% | +18.9% | +8.6% |
| All | +149.7% | +242.6% | -92.9% | +0.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling