+270.1%
IQV vs WING
+407.0%
-136.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.2% |
| 7D | +0.3% | -0.1% | +0.5% | +0.3% |
| 30D | +8.6% | -6.0% | +14.6% | +9.5% |
| 3M | +41.1% | -23.5% | +64.6% | +48.0% |
| 6M | +48.6% | -52.0% | +100.5% | +71.3% |
| YTD | +15.0% | -53.8% | +68.8% | +32.7% |
| 1Y | +38.1% | -63.8% | +101.9% | +67.1% |
| 3Y | +21.4% | -30.8% | +52.2% | +17.5% |
| 5Y | -1.0% | -34.3% | +33.3% | -7.9% |
| 10Y | +233.0% | +352.4% | -119.4% | +105.6% |
| All | +270.1% | +407.0% | -136.9% | +119.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling