+37.3%
IQV vs WWD
+41.6%
-4.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.4% | +1.7% |
| 7D | -2.2% | -2.6% | +0.3% | -2.2% |
| 30D | +8.3% | -6.9% | +15.2% | +8.3% |
| 3M | +44.6% | -13.0% | +57.6% | +44.2% |
| 6M | +52.6% | -12.5% | +65.0% | +51.9% |
| YTD | +16.1% | +11.8% | +4.3% | +14.7% |
| 1Y | +37.3% | +41.1% | -3.8% | +23.3% |
| All | +37.3% | +41.6% | -4.3% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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