+2.4%
IQV vs FWONK
+97.7%
-95.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +11.3% |
| 3M | +44.6% | +5.7% | +38.9% | +41.9% |
| 6M | +52.6% | +13.5% | +39.1% | +45.7% |
| YTD | +16.1% | -3.0% | +19.1% | +16.8% |
| 1Y | +37.3% | -6.4% | +43.7% | +39.4% |
| 3Y | +21.6% | +43.8% | -22.3% | +2.7% |
| All | +2.4% | +97.7% | -95.3% | -22.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling