+2.4%
IQV vs NWSA
+40.0%
-37.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.6% |
| 7D | -2.2% | -2.8% | +0.6% | -0.8% |
| 30D | +8.3% | +3.0% | +5.3% | +6.7% |
| 3M | +44.6% | +12.3% | +32.3% | +36.2% |
| 6M | +52.6% | +21.9% | +30.7% | +37.8% |
| YTD | +16.1% | +13.6% | +2.6% | +8.7% |
| 1Y | +37.3% | +0.5% | +36.8% | +35.4% |
| 3Y | +21.6% | +43.8% | -22.2% | +0.4% |
| All | +2.4% | +40.0% | -37.6% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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