+535.9%
IQV vs IWD
+307.3%
+228.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -0.7% |
| 7D | +2.3% | -0.3% | +2.6% | +2.6% |
| 30D | +13.4% | +0.6% | +12.9% | +12.7% |
| 3M | +43.3% | +7.2% | +36.1% | +32.5% |
| 6M | +50.5% | +16.2% | +34.3% | +27.0% |
| YTD | +18.8% | +23.3% | -4.5% | -6.0% |
| 1Y | +45.5% | +29.6% | +15.9% | +9.0% |
| 3Y | +19.4% | +70.5% | -51.1% | -32.5% |
| 5Y | +1.7% | +73.5% | -71.7% | -42.7% |
| 10Y | +247.9% | +198.3% | +49.6% | +17.1% |
| All | +535.9% | +307.3% | +228.6% | +73.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling