+368.7%
XBI vs IQV
+488.0%
-119.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.7% |
| 7D | -4.6% | -5.3% | +0.7% | -1.8% |
| 30D | -0.8% | +5.5% | -6.3% | -3.7% |
| 3M | +21.8% | +41.2% | -19.4% | -0.9% |
| 6M | +23.2% | +50.5% | -27.3% | -4.5% |
| YTD | +28.7% | +14.1% | +14.6% | +14.9% |
| 1Y | +67.8% | +39.9% | +27.8% | +32.0% |
| 3Y | +100.6% | +20.5% | +80.2% | +64.2% |
| 5Y | +19.8% | -1.2% | +21.0% | +8.8% |
| 10Y | +159.7% | +233.9% | -74.1% | -4.9% |
| All | +368.7% | +488.0% | -119.3% | +25.9% |
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