+37.3%
IQV vs FWONK
-3.0%
+40.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | -2.2% | +0.1% | -2.3% | -2.3% |
| 30D | +8.3% | -7.7% | +16.0% | +9.4% |
| 3M | +44.6% | +5.7% | +38.9% | +45.2% |
| 6M | +52.6% | +13.5% | +39.1% | +54.0% |
| YTD | +16.1% | -3.0% | +19.1% | +15.1% |
| 1Y | +37.3% | -6.4% | +43.7% | +36.8% |
| All | +37.3% | -3.0% | +40.2% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 1y: compounded portfolio wealth divided by compounded FWONK 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…
1y analysis · Full analysis span regression · 6 months rolling