+39.9%
IQV vs IWD
+27.7%
+12.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | -5.3% | -2.3% | -2.9% | -2.8% |
| 30D | +5.5% | -1.8% | +7.3% | +7.6% |
| 3M | +41.2% | +8.0% | +33.2% | +29.4% |
| 6M | +50.5% | +17.0% | +33.6% | +23.5% |
| YTD | +14.1% | +21.3% | -7.1% | -10.2% |
| 1Y | +39.9% | +27.9% | +12.0% | -1.6% |
| All | +39.9% | +27.7% | +12.2% | -1.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling