+37.3%
IQV vs WTW
-3.2%
+40.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | -2.2% | -5.7% | +3.5% | -1.2% |
| 30D | +8.3% | -7.3% | +15.6% | +9.7% |
| 3M | +44.6% | +21.5% | +23.1% | +41.4% |
| 6M | +52.6% | +9.6% | +42.9% | +48.4% |
| YTD | +16.1% | -3.3% | +19.4% | +14.5% |
| 1Y | +37.3% | -6.1% | +43.4% | +35.9% |
| All | +37.3% | -3.2% | +40.4% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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