+543.8%
IQV vs IWD
+316.9%
+226.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.8% |
| 7D | +2.4% | +1.7% | +0.7% | +0.5% |
| 30D | +4.0% | +3.2% | +0.8% | +0.2% |
| 3M | +12.2% | +2.3% | +9.9% | +9.2% |
| 6M | +54.9% | +12.9% | +41.9% | +34.7% |
| YTD | +20.3% | +26.2% | -6.0% | -7.5% |
| 1Y | +22.7% | +28.3% | -5.5% | -7.2% |
| 3Y | +38.3% | +84.4% | -46.0% | -28.4% |
| 5Y | +6.5% | +73.0% | -66.5% | -40.1% |
| 10Y | +251.5% | +203.3% | +48.2% | +15.7% |
| All | +543.8% | +316.9% | +226.9% | +70.5% |
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 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