+521.6%
IQV vs WTW
+260.2%
+261.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | -2.2% | -5.7% | +3.5% | +0.7% |
| 30D | +8.3% | -7.3% | +15.6% | +12.5% |
| 3M | +44.6% | +21.5% | +23.1% | +30.7% |
| 6M | +52.6% | +9.6% | +42.9% | +43.9% |
| YTD | +16.1% | -3.3% | +19.4% | +15.4% |
| 1Y | +37.3% | -6.1% | +43.4% | +38.3% |
| 3Y | +21.6% | +61.8% | -40.3% | -11.7% |
| 5Y | +0.5% | +42.7% | -42.2% | -22.0% |
| 10Y | +239.7% | +197.2% | +42.4% | +83.5% |
| All | +521.6% | +260.2% | +261.4% | +210.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling