+45.5%
IQV vs WING
-65.5%
+111.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.3% |
| 7D | +2.3% | -3.9% | +6.2% | +2.8% |
| 30D | +13.4% | -11.6% | +25.0% | +14.9% |
| 3M | +43.3% | -24.2% | +67.5% | +48.0% |
| 6M | +50.5% | -54.1% | +104.6% | +68.6% |
| YTD | +18.8% | -53.9% | +72.7% | +34.2% |
| 1Y | +45.5% | -64.4% | +109.8% | +86.4% |
| All | +45.5% | -65.5% | +111.0% | +86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 1y: compounded portfolio wealth divided by compounded WING 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…
1y analysis · Full analysis span regression · 6 months rolling