+2.4%
IQV vs WING
-33.2%
+35.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.0% | -4.2% | +0.6% |
| 7D | -2.2% | +7.2% | -9.5% | -3.6% |
| 30D | +8.3% | +4.8% | +3.5% | +6.8% |
| 3M | +44.6% | -23.7% | +68.3% | +51.4% |
| 6M | +52.6% | -43.6% | +96.1% | +69.0% |
| YTD | +16.1% | -50.6% | +66.7% | +31.4% |
| 1Y | +37.3% | -57.0% | +94.3% | +59.1% |
| 3Y | +21.6% | -28.3% | +49.8% | +12.6% |
| All | +2.4% | -33.2% | +35.6% | -9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling