-1.0%
IQV vs IWD
+73.8%
-74.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.4% | -2.1% |
| 7D | +0.3% | -0.2% | +0.5% | +0.6% |
| 30D | +8.6% | -0.8% | +9.4% | +9.8% |
| 3M | +41.1% | +8.0% | +33.1% | +27.1% |
| 6M | +48.6% | +18.2% | +30.4% | +18.0% |
| YTD | +15.0% | +22.3% | -7.3% | -12.7% |
| 1Y | +38.1% | +28.9% | +9.2% | -2.3% |
| 3Y | +21.4% | +71.5% | -50.1% | -40.5% |
| 5Y | -1.0% | +73.6% | -74.6% | -51.4% |
| All | -1.0% | +73.8% | -74.9% | -51.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling