+19.3%
IQV vs IWD
+69.9%
-50.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.1% |
| 7D | -2.6% | -1.2% | -1.4% | -0.9% |
| 30D | +6.2% | -1.6% | +7.8% | +8.7% |
| 3M | +38.0% | +7.0% | +31.0% | +25.4% |
| 6M | +43.9% | +17.0% | +27.0% | +14.6% |
| YTD | +14.0% | +21.6% | -7.6% | -14.1% |
| 1Y | +35.5% | +28.0% | +7.5% | -5.2% |
| All | +19.3% | +69.9% | -50.5% | -47.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling