+255.9%
IQV vs IWD
+205.2%
+50.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.7% | -0.7% |
| 7D | +4.1% | -0.6% | +4.6% | +4.6% |
| 30D | +4.7% | +3.6% | +1.1% | +0.3% |
| 3M | +12.6% | +2.7% | +9.9% | +8.9% |
| 6M | +58.2% | +13.2% | +45.0% | +36.1% |
| YTD | +21.8% | +26.8% | -5.0% | -8.2% |
| 1Y | +25.6% | +29.3% | -3.6% | -7.5% |
| 3Y | +40.1% | +85.1% | -45.1% | -30.9% |
| 5Y | +8.7% | +74.2% | -65.5% | -41.6% |
| 10Y | +255.9% | +204.6% | +51.3% | +17.3% |
| All | +255.9% | +205.2% | +50.7% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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