+159.8%
XLB vs IQV
+242.6%
-82.8%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.4% | -0.3% |
| 7D | -2.8% | -2.2% | -0.6% | -2.0% |
| 30D | -3.1% | +8.3% | -11.4% | -6.0% |
| 3M | -0.2% | +44.6% | -44.7% | -13.9% |
| 6M | +3.1% | +52.6% | -49.5% | -13.8% |
| YTD | +13.3% | +16.1% | -2.9% | +4.3% |
| 1Y | +12.0% | +37.3% | -25.2% | -4.2% |
| 3Y | +31.4% | +21.6% | +9.8% | +13.3% |
| 5Y | +33.9% | +0.5% | +33.4% | +23.0% |
| All | +159.8% | +242.6% | -82.8% | +45.7% |
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